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Goodwin Investment Advisory: VUG position timeline

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

Goodwin Investment Advisory held 18,416 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,416 shares
    Change vs previous 13F +15,323 shares

    3.19% of the 13F portfolio, value $1,586,353.

    13F-HR 0001420506-26-001870 filed by Goodwin Investment Advisory
    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 3,093 shares
    Change vs previous 13F -664 shares

    1.61% of the 13F portfolio, value $1,350,991.

    13F-HR 0001420506-26-000952 filed by Goodwin Investment Advisory
    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 3,757 shares
    Change vs previous 13F +183 shares

    2.01% of the 13F portfolio, value $1,832,890.

    13F-HR 0001420506-26-000229 filed by Goodwin Investment Advisory
    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 3,574 shares
    Change vs previous 13F +424 shares

    1.84% of the 13F portfolio, value $1,714,126.

    13F-HR 0001420506-25-002989 filed by Goodwin Investment Advisory
    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 3,150 shares
    Change vs previous 13F +993 shares

    1.59% of the 13F portfolio, value $1,380,960.

    13F-HR 0001420506-25-001985 filed by Goodwin Investment Advisory
    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 2,157 shares
    Change vs previous 13F -3,356 shares

    1.24% of the 13F portfolio, value $799,858.

    13F-HR 0001420506-25-000882 filed by Goodwin Investment Advisory
    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 5,513 shares
    Change vs previous 13F -9 shares

    1.18% of the 13F portfolio, value $2,262,628.

    13F-HR 0001986152-25-000021 filed by Goodwin Investment Advisory
    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 5,522 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,119,942.

    13F-HR 0001986152-24-000056 filed by Goodwin Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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