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McGlone Suttner Wealth Management, Inc.: VUG position timeline

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

McGlone Suttner Wealth Management, Inc. held 8,435 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,435 shares
    Change vs previous 13F +1,473 shares

    0.09% of the 13F portfolio, value $760,072.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,962 shares
    Change vs previous 13F +5,774 shares

    0.07% of the 13F portfolio, value $599,749.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,188 shares
    Change vs previous 13F -210 shares

    0.07% of the 13F portfolio, value $519,098.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,398 shares
    Change vs previous 13F +501 shares

    0.09% of the 13F portfolio, value $682,185.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 897 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $430,261.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 897 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $393,240.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 897 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $332,621.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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