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JGP Wealth Management, LLC: VUG position timeline

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

JGP Wealth Management, LLC held 6,582 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,582 shares
    Change vs previous 13F +5,436 shares

    0.05% of the 13F portfolio, value $566,993.

    13F-HR 0001748278-26-000004 filed by JGP 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 1,146 shares
    Change vs previous 13F +49 shares

    0.05% of the 13F portfolio, value $500,505.

    13F-HR 0001748278-26-000003 filed by JGP 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 1,097 shares
    Change vs previous 13F +35 shares

    0.06% of the 13F portfolio, value $535,035.

    13F-HR 0001748278-26-000002 filed by JGP 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 1,062 shares
    Change vs previous 13F +271 shares

    0.06% of the 13F portfolio, value $513,023.

    13F-HR 0001748278-25-000004 filed by JGP 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 791 shares
    Change vs previous 13F +100 shares

    0.04% of the 13F portfolio, value $346,864.

    13F-HR 0001085146-25-004190 filed by JGP 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 691 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $256,312.

    13F-HR 0001085146-25-001945 filed by JGP 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 676 shares
    Change vs previous 13F +48 shares

    0.04% of the 13F portfolio, value $277,457.

    13F-HR 0001085146-25-000202 filed by JGP 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 628 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $241,108.

    13F-HR 0001085146-24-004751 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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