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Laurel Wealth Advisors LLC: VUG position timeline

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

Laurel Wealth Advisors LLC held 109,273 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,273 shares
    Change vs previous 13F -3,041 shares

    0.91% of the 13F portfolio, value $9,412,763.

    13F-HR 0001757128-26-000003 filed by Laurel Wealth Advisors 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 112,314 shares
    Change vs previous 13F +92,552 shares

    0.96% of the 13F portfolio, value $9,753,359.

    13F-HR 0001757128-26-000002 filed by Laurel Wealth Advisors 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 19,762 shares
    Change vs previous 13F -903 shares

    1.27% of the 13F portfolio, value $9,640,921.

    13F-HR 0001757128-26-000001 filed by Laurel Wealth Advisors 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 20,665 shares
    Change vs previous 13F -288 shares

    1.39% of the 13F portfolio, value $9,910,786.

    13F-HR 0001757128-25-000008 filed by Laurel Wealth Advisors 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/A 20,953 shares
    Change vs previous 13F +945 shares

    1.37% of the 13F portfolio, value $9,185,671.

    13F-HR/A 0001757128-25-000009 filed by Laurel Wealth Advisors 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 20,008 shares
    Change vs previous 13F -528 shares

    1.16% of the 13F portfolio, value $7,419,243.

    13F-HR 0001757128-25-000003 filed by Laurel Wealth Advisors 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 20,536 shares
    Change vs previous 13F -328 shares

    1.32% of the 13F portfolio, value $8,428,436.

    13F-HR 0001757128-25-000001 filed by Laurel Wealth Advisors 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 20,864 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $8,010,142.

    13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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