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Martel Wealth Advisors LLC: VUG position timeline

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

Martel Wealth Advisors LLC held 1,452,410 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,452,410 shares
    Change vs previous 13F +1,217,226 shares

    19.68% of the 13F portfolio, value $125,110,630.

    13F-HR 0001214659-26-008472 filed by Martel 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 235,184 shares
    Change vs previous 13F +6,322 shares

    17.49% of the 13F portfolio, value $102,726,037.

    13F-HR 0001214659-26-005396 filed by Martel 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 228,862 shares
    Change vs previous 13F -775 shares

    19.07% of the 13F portfolio, value $111,652,603.

    13F-HR 0001214659-26-000683 filed by Martel 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 229,637 shares
    Change vs previous 13F -3,203 shares

    19.29% of the 13F portfolio, value $110,136,422.

    13F-HR 0001214659-25-014927 filed by Martel 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 232,840 shares
    Change vs previous 13F +3,653 shares

    18.92% of the 13F portfolio, value $102,077,186.

    13F-HR 0001214659-25-010550 filed by Martel 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 229,187 shares
    Change vs previous 13F -6,320 shares

    16.93% of the 13F portfolio, value $84,987,211.

    13F-HR 0001214659-25-005989 filed by Martel 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 235,507 shares
    Change vs previous 13F +2,481 shares

    18.88% of the 13F portfolio, value $96,661,687.

    13F-HR 0001214659-25-000821 filed by Martel 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 233,026 shares
    Change vs previous 13F not available

    18.27% of the 13F portfolio, value $89,335,069.

    13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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