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Investment Advisory Group, LLC: VUG position timeline

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

Investment Advisory Group, LLC held 394,770 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 394,770 shares
    Change vs previous 13F +333,834 shares

    7.38% of the 13F portfolio, value $34,005,446.

    13F-HR 0001951757-26-001112 filed by Investment Advisory Group, 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 60,936 shares
    Change vs previous 13F +1,650 shares

    6.77% of the 13F portfolio, value $26,616,348.

    13F-HR 0001951757-26-000704 filed by Investment Advisory Group, 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 59,286 shares
    Change vs previous 13F +1,966 shares

    7.44% of the 13F portfolio, value $28,923,236.

    13F-HR 0001951757-26-000283 filed by Investment Advisory Group, 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 57,320 shares
    Change vs previous 13F +2,781 shares

    7.48% of the 13F portfolio, value $27,491,080.

    13F-HR 0001951757-25-001244 filed by Investment Advisory Group, 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 54,539 shares
    Change vs previous 13F +1,303 shares

    7.24% of the 13F portfolio, value $23,909,980.

    13F-HR 0001951757-25-000952 filed by Investment Advisory Group, 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 53,236 shares
    Change vs previous 13F +4,476 shares

    6.6% of the 13F portfolio, value $19,741,154.

    13F-HR 0001951757-25-000353 filed by Investment Advisory Group, 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 48,760 shares
    Change vs previous 13F +1,824 shares

    6.7% of the 13F portfolio, value $20,012,895.

    13F-HR 0001951757-25-000066 filed by Investment Advisory Group, 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 46,936 shares
    Change vs previous 13F not available

    6.25% of the 13F portfolio, value $18,020,167.

    13F-HR 0001951757-24-001033 filed by Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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