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Gradient Capital Advisors, LLC: VUG position timeline

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

Gradient Capital Advisors, LLC held 40,643 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,643 shares
    Change vs previous 13F +33,402 shares

    0.81% of the 13F portfolio, value $3,500,992.

    13F-HR 0001727917-26-000006 filed by Gradient Capital 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 7,241 shares
    Change vs previous 13F -1,514 shares

    0.82% of the 13F portfolio, value $3,162,978.

    13F-HR 0001727917-26-000004 filed by Gradient Capital 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 8,755 shares
    Change vs previous 13F -276 shares

    1.1% of the 13F portfolio, value $4,271,169.

    13F-HR 0001727917-26-000002 filed by Gradient Capital 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 9,031 shares
    Change vs previous 13F -565 shares

    1.16% of the 13F portfolio, value $4,331,247.

    13F-HR 0001727917-25-000011 filed by Gradient Capital 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 9,596 shares
    Change vs previous 13F +507 shares

    1.24% of the 13F portfolio, value $4,207,081.

    13F-HR 0001727917-25-000009 filed by Gradient Capital 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 9,089 shares
    Change vs previous 13F -1,067 shares

    1.1% of the 13F portfolio, value $3,370,423.

    13F-HR 0001727917-25-000005 filed by Gradient Capital 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 10,156 shares
    Change vs previous 13F -245 shares

    1.34% of the 13F portfolio, value $4,168,527.

    13F-HR 0001727917-25-000002 filed by Gradient Capital 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 10,401 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $3,993,424.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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