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Disclosery

MA Private Wealth: VUG position timeline

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

MA Private Wealth held 90,156 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,156 shares
    Change vs previous 13F +74,544 shares

    1.16% of the 13F portfolio, value $7,766,038.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 15,612 shares
    Change vs previous 13F +10 shares

    1.15% of the 13F portfolio, value $6,819,165.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 15,602 shares
    Change vs previous 13F -36 shares

    1.27% of the 13F portfolio, value $7,611,592.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 15,638 shares
    Change vs previous 13F -138 shares

    1.26% of the 13F portfolio, value $7,500,141.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 15,776 shares
    Change vs previous 13F -42 shares

    1.24% of the 13F portfolio, value $6,916,198.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 15,818 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $5,865,631.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 15,818 shares
    Change vs previous 13F -50 shares

    1.21% of the 13F portfolio, value $6,492,340.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 15,868 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $6,092,201.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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