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MISSION WEALTH MANAGEMENT, LP: VUG position timeline

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

MISSION WEALTH MANAGEMENT, LP held 7,536,277 VUG 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 7,536,277 shares
    Change vs previous 13F +6,549,521 shares

    8.09% of the 13F portfolio, value $649,174,890.

    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 986,756 shares
    Change vs previous 13F +5,531 shares

    9.02% of the 13F portfolio, value $431,005,017.

    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 981,225 shares
    Change vs previous 13F -41,691 shares

    9.75% of the 13F portfolio, value $478,700,402.

    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 1,022,916 shares
    Change vs previous 13F -10,392 shares

    10.04% of the 13F portfolio, value $490,600,886.

    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 1,033,308 shares
    Change vs previous 13F +36,604 shares

    9.88% of the 13F portfolio, value $453,002,374.

    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 996,704 shares
    Change vs previous 13F -4,322 shares

    9.27% of the 13F portfolio, value $369,597,671.

    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 1,001,026 shares
    Change vs previous 13F -8,889 shares

    9.78% of the 13F portfolio, value $410,861,252.

    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 1,009,915 shares
    Change vs previous 13F not available

    9.59% of the 13F portfolio, value $387,736,529.

    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).