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Disclosery

MONEYWISE, INC.: VUG position timeline

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

MONEYWISE, INC. held 32,720 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,720 shares
    Change vs previous 13F +30,895 shares

    1.05% of the 13F portfolio, value $2,818,463.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 1,825 shares
    Change vs previous 13F -3,775 shares

    0.35% of the 13F portfolio, value $797,066.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 5,600 shares
    Change vs previous 13F -54 shares

    1.14% of the 13F portfolio, value $2,732,132.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,654 shares
    Change vs previous 13F -18 shares

    1.23% of the 13F portfolio, value $2,711,557.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,672 shares
    Change vs previous 13F +4,836 shares

    1.17% of the 13F portfolio, value $2,486,450.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 836 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $309,904.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 835 shares
    Change vs previous 13F -49 shares

    0.17% of the 13F portfolio, value $342,551.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 884 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $339,270.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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