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Disclosery

Geometric Wealth Advisors: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geometric Wealth Advisors on VUG, newest first. How the timeline and the estimate are built.

Geometric Wealth Advisors held 36,893 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,893 shares
    Change vs previous 13F +30,744 shares

    0.34% of the 13F portfolio, value $3,177,949.

    13F-HR 0001900576-26-000005 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,149 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,685,752.

    13F-HR 0001900576-26-000003 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,149 shares
    Change vs previous 13F -41 shares

    0.39% of the 13F portfolio, value $2,999,773.

    13F-HR 0001900576-26-000001 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,190 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $2,968,709.

    13F-HR 0001900576-25-000008 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,190 shares
    Change vs previous 13F -197 shares

    0.41% of the 13F portfolio, value $2,713,626.

    13F-HR 0001900576-25-000007 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,387 shares
    Change vs previous 13F +1,134 shares

    0.4% of the 13F portfolio, value $2,368,563.

    13F-HR 0001900576-25-000005 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,253 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $2,156,041.

    13F-HR 0001900576-25-000002 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,253 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,016,784.

    13F-HR 0001900576-24-000006 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).