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Disclosery

MTC Wealth Management LLC: VUG position timeline

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

MTC Wealth Management LLC held 143,593 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,593 shares
    Change vs previous 13F +119,050 shares

    5.55% of the 13F portfolio, value $12,369,068.

    13F-HR 0001821455-26-000006 filed by MTC Wealth Management 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 24,543 shares
    Change vs previous 13F +7,249 shares

    5.09% of the 13F portfolio, value $10,720,028.

    13F-HR 0001821455-26-000004 filed by MTC Wealth Management 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 17,294 shares
    Change vs previous 13F -742 shares

    3.96% of the 13F portfolio, value $8,436,836.

    13F-HR 0001821455-26-000002 filed by MTC Wealth Management 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 18,036 shares
    Change vs previous 13F -484 shares

    4.03% of the 13F portfolio, value $8,650,396.

    13F-HR 0001821455-25-000005 filed by MTC Wealth Management 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 18,520 shares
    Change vs previous 13F -610 shares

    3.9% of the 13F portfolio, value $8,119,241.

    13F-HR 0001667731-25-001014 filed by MTC Wealth Management 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 19,130 shares
    Change vs previous 13F +13,009 shares

    3.48% of the 13F portfolio, value $7,093,848.

    13F-HR 0001667731-25-000584 filed by MTC Wealth Management 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 6,121 shares
    Change vs previous 13F -177 shares

    1.21% of the 13F portfolio, value $2,512,303.

    13F-HR 0001667731-25-000181 filed by MTC Wealth Management 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 6,298 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,417,991.

    13F-HR 0001667731-24-000680 filed by MTC Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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