Skip to content
Disclosery

HTG Investment Advisors, Inc.: VUG position timeline

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

HTG Investment Advisors, Inc. held 126,169 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,169 shares
    Change vs previous 13F +106,773 shares

    2.79% of the 13F portfolio, value $10,868,198.

    13F-HR 0001951757-26-001098 filed by HTG Investment Advisors, Inc.
    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 19,396 shares
    Change vs previous 13F +1,571 shares

    2.42% of the 13F portfolio, value $8,471,979.

    13F-HR 0001951757-26-000745 filed by HTG Investment Advisors, Inc.
    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 17,825 shares
    Change vs previous 13F +1,387 shares

    2.67% of the 13F portfolio, value $8,696,104.

    13F-HR 0001951757-26-000329 filed by HTG Investment Advisors, Inc.
    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 16,438 shares
    Change vs previous 13F +583 shares

    2.65% of the 13F portfolio, value $7,883,829.

    13F-HR 0001951757-25-001327 filed by HTG Investment Advisors, Inc.
    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 15,855 shares
    Change vs previous 13F +552 shares

    2.59% of the 13F portfolio, value $6,950,832.

    13F-HR 0001951757-25-000935 filed by HTG Investment Advisors, Inc.
    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 15,303 shares
    Change vs previous 13F +196 shares

    2.37% of the 13F portfolio, value $5,674,658.

    13F-HR 0001951757-25-000499 filed by HTG Investment Advisors, Inc.
    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 15,107 shares
    Change vs previous 13F +735 shares

    2.84% of the 13F portfolio, value $6,200,517.

    13F-HR 0001951757-25-000135 filed by HTG Investment Advisors, Inc.
    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 14,372 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $5,517,842.

    13F-HR 0001951757-24-001156 filed by HTG Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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