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MilWealth Group LLC: VGIT position timeline

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

MilWealth Group LLC held 686,632 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 686,632 shares
    Change vs previous 13F +51,271 shares

    8.64% of the 13F portfolio, value $40,497,539.

    13F-HR 0001972750-26-000005 filed by MilWealth Group 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 635,361 shares
    Change vs previous 13F +19,005 shares

    9.01% of the 13F portfolio, value $37,835,740.

    13F-HR 0001972750-26-000004 filed by MilWealth Group 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 616,356 shares
    Change vs previous 13F +25,550 shares

    8.79% of the 13F portfolio, value $36,938,210.

    13F-HR 0001972750-26-000001 filed by MilWealth Group 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 590,806 shares
    Change vs previous 13F +22,564 shares

    8.64% of the 13F portfolio, value $35,466,079.

    13F-HR 0001972750-25-000008 filed by MilWealth Group 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 568,242 shares
    Change vs previous 13F -3,037 shares

    8.75% of the 13F portfolio, value $33,986,534.

    13F-HR 0001972750-25-000006 filed by MilWealth Group 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 571,279 shares
    Change vs previous 13F +6,492 shares

    9.35% of the 13F portfolio, value $33,933,994.

    13F-HR 0001972750-25-000004 filed by MilWealth Group 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 564,787 shares
    Change vs previous 13F +25,043 shares

    8.94% of the 13F portfolio, value $32,757,673.

    13F-HR 0001972750-25-000002 filed by MilWealth Group 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 539,744 shares
    Change vs previous 13F not available

    9.57% of the 13F portfolio, value $32,611,333.

    13F-HR 0001972750-24-000004 filed by MilWealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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