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Institute for Wealth Management, LLC.: VUG position timeline

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

Institute for Wealth Management, LLC. held 85,781 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,781 shares
    Change vs previous 13F +70,922 shares

    0.65% of the 13F portfolio, value $7,389,176.

    13F-HR 0001754960-26-000654 filed by Institute for Wealth Management, 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 14,859 shares
    Change vs previous 13F +2,652 shares

    0.7% of the 13F portfolio, value $6,490,138.

    13F-HR 0001754960-26-000382 filed by Institute for Wealth Management, 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 12,207 shares
    Change vs previous 13F +4,497 shares

    0.63% of the 13F portfolio, value $5,955,069.

    13F-HR 0002085853-26-000093 filed by Institute for Wealth Management, 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 7,710 shares
    Change vs previous 13F -1,483 shares

    0.39% of the 13F portfolio, value $3,697,898.

    13F-HR 0002085853-25-000109 filed by Institute for Wealth Management, 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 9,193 shares
    Change vs previous 13F -670 shares

    0.45% of the 13F portfolio, value $4,030,297.

    13F-HR 0001667731-25-000874 filed by Institute for Wealth Management, 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 9,863 shares
    Change vs previous 13F -660 shares

    0.47% of the 13F portfolio, value $3,657,445.

    13F-HR 0001667731-25-000461 filed by Institute for Wealth Management, 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 10,523 shares
    Change vs previous 13F -564 shares

    0.54% of the 13F portfolio, value $4,319,186.

    13F-HR 0001667731-25-000105 filed by Institute for Wealth Management, 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 11,087 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,256,775.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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