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GOLDEN ROAD ADVISORS LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GOLDEN ROAD ADVISORS LLC on VUG, newest first. How the timeline and the estimate are built.

GOLDEN ROAD ADVISORS LLC held 700,912 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 700,912 shares
    Change vs previous 13F +585,952 shares

    29.28% of the 13F portfolio, value $60,376,572.

    13F-HR 0001951757-26-001153 filed by GOLDEN ROAD ADVISORS LLC
    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 114,960 shares
    Change vs previous 13F +2,772 shares

    28.92% of the 13F portfolio, value $50,213,181.

    13F-HR 0001951757-26-000755 filed by GOLDEN ROAD ADVISORS LLC
    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 112,188 shares
    Change vs previous 13F +3,815 shares

    31.16% of the 13F portfolio, value $54,732,647.

    13F-HR 0001951757-26-000333 filed by GOLDEN ROAD ADVISORS LLC
    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 108,373 shares
    Change vs previous 13F +3,379 shares

    30.08% of the 13F portfolio, value $51,977,294.

    13F-HR 0001951757-25-001325 filed by GOLDEN ROAD ADVISORS LLC
    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 104,994 shares
    Change vs previous 13F +5,561 shares

    30.61% of the 13F portfolio, value $46,029,522.

    13F-HR 0001951757-25-001016 filed by GOLDEN ROAD ADVISORS LLC
    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 99,433 shares
    Change vs previous 13F +1,811 shares

    28.79% of the 13F portfolio, value $36,871,863.

    13F-HR 0001951757-25-000381 filed by GOLDEN ROAD ADVISORS LLC
    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 97,622 shares
    Change vs previous 13F +1,239 shares

    30.31% of the 13F portfolio, value $40,068,474.

    13F-HR 0001951757-25-000143 filed by GOLDEN ROAD ADVISORS LLC
    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 96,383 shares
    Change vs previous 13F not available

    28.98% of the 13F portfolio, value $37,004,426.

    13F-HR 0001951757-24-001133 filed by GOLDEN ROAD ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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