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MISSION WEALTH MANAGEMENT, LP: VGSR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on VGSR, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 496,294 VGSR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 496,294 shares
    Change vs previous 13F -135,611 shares

    0.07% of the 13F portfolio, value $5,650,308.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 631,905 shares
    Change vs previous 13F -6,307 shares

    0.14% of the 13F portfolio, value $6,527,577.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 638,212 shares
    Change vs previous 13F -13,180 shares

    0.14% of the 13F portfolio, value $6,637,410.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 651,392 shares
    Change vs previous 13F -5,341 shares

    0.14% of the 13F portfolio, value $6,937,329.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 656,733 shares
    Change vs previous 13F -18,721 shares

    0.15% of the 13F portfolio, value $6,869,431.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 675,454 shares
    Change vs previous 13F -52,162 shares

    0.17% of the 13F portfolio, value $6,849,103.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 727,616 shares
    Change vs previous 13F -36,681 shares

    0.18% of the 13F portfolio, value $7,363,477.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 764,297 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $8,491,345.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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