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Disclosery

LVW Advisors, LLC: VUG position timeline

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

LVW Advisors, LLC held 257,052 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 257,052 shares
    Change vs previous 13F +209,576 shares

    1.91% of the 13F portfolio, value $22,142,421.

    13F-HR 0001576053-26-000004 filed by LVW 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 47,476 shares
    Change vs previous 13F -4,428 shares

    2.02% of the 13F portfolio, value $20,737,178.

    13F-HR 0001576053-26-000002 filed by LVW 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 51,904 shares
    Change vs previous 13F -9,057 shares

    2.57% of the 13F portfolio, value $25,321,802.

    13F-HR 0001576053-26-000001 filed by LVW 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 60,961 shares
    Change vs previous 13F -2,799 shares

    3.03% of the 13F portfolio, value $29,237,275.

    13F-HR 0001576053-25-000003 filed by LVW 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 63,760 shares
    Change vs previous 13F -17,391 shares

    3.13% of the 13F portfolio, value $27,952,186.

    13F-HR 0001085146-25-003901 filed by LVW 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 81,151 shares
    Change vs previous 13F -3,489 shares

    3.63% of the 13F portfolio, value $30,092,247.

    13F-HR 0001085146-25-001955 filed by LVW 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 84,640 shares
    Change vs previous 13F +1,420 shares

    4.26% of the 13F portfolio, value $34,739,666.

    13F-HR 0001085146-25-000247 filed by LVW 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 83,220 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $31,950,571.

    13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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