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Disclosery

HCR Wealth Advisors: VUG position timeline

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

HCR Wealth Advisors held 1,355,155 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 1,355,155 shares
    Change vs previous 13F +1,133,560 shares

    10.45% of the 13F portfolio, value $116,733,123.

    13F-HR 0001697715-26-000004 filed by HCR 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 221,595 shares
    Change vs previous 13F +4,360 shares

    10.04% of the 13F portfolio, value $96,790,600.

    13F-HR 0001697715-26-000003 filed by HCR 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 217,235 shares
    Change vs previous 13F +272 shares

    10.5% of the 13F portfolio, value $105,980,505.

    13F-HR 0001697715-26-000001 filed by HCR 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 216,963 shares
    Change vs previous 13F +3,643 shares

    10.86% of the 13F portfolio, value $104,854,330.

    13F-HR 0001697715-25-000007 filed by HCR 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 213,320 shares
    Change vs previous 13F +5,699 shares

    11.01% of the 13F portfolio, value $93,519,638.

    13F-HR 0001697715-25-000005 filed by HCR 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 207,621 shares
    Change vs previous 13F +6,725 shares

    10.02% of the 13F portfolio, value $76,990,146.

    13F-HR 0001697715-25-000003 filed by HCR 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 200,896 shares
    Change vs previous 13F +7,911 shares

    10.33% of the 13F portfolio, value $82,456,109.

    13F-HR 0001697715-25-000001 filed by HCR 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 192,985 shares
    Change vs previous 13F not available

    9.7% of the 13F portfolio, value $74,093,004.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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