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Disclosery

Invst, LLC: VUG position timeline

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

Invst, LLC held 6,797 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,797 shares
    Change vs previous 13F +5,772 shares

    0.06% of the 13F portfolio, value $585,502.

    13F-HR 0001867587-26-000005 filed by Invst, 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 1,025 shares
    Change vs previous 13F -5,861 shares

    0.05% of the 13F portfolio, value $447,769.

    13F-HR 0001867587-26-000004 filed by Invst, 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 6,886 shares
    Change vs previous 13F +389 shares

    0.37% of the 13F portfolio, value $3,359,433.

    13F-HR 0001867587-26-000002 filed by Invst, 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 6,497 shares
    Change vs previous 13F -126 shares

    0.35% of the 13F portfolio, value $3,115,793.

    13F-HR 0001867587-26-000001 filed by Invst, 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 6,623 shares
    Change vs previous 13F +111 shares

    0.36% of the 13F portfolio, value $2,903,335.

    13F-HR 0001867587-25-000005 filed by Invst, 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 6,512 shares
    Change vs previous 13F -328 shares

    0.33% of the 13F portfolio, value $2,414,621.

    13F-HR 0001867587-25-000003 filed by Invst, 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 6,840 shares
    Change vs previous 13F +40 shares

    0.34% of the 13F portfolio, value $2,807,604.

    13F-HR 0001867587-25-000002 filed by Invst, 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 6,800 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,610,539.

    13F-HR 0001867587-24-000004 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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