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Mutual Advisors, LLC: VUG position timeline

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

Mutual Advisors, LLC held 220,685 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,685 shares
    Change vs previous 13F +184,557 shares

    0.36% of the 13F portfolio, value $19,009,842.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 36,128 shares
    Change vs previous 13F +2,414 shares

    0.34% of the 13F portfolio, value $15,780,175.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 33,714 shares
    Change vs previous 13F +1,080 shares

    0.35% of the 13F portfolio, value $16,447,529.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 32,634 shares
    Change vs previous 13F +16 shares

    0.35% of the 13F portfolio, value $15,826,411.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 32,618 shares
    Change vs previous 13F -484 shares

    0.37% of the 13F portfolio, value $14,816,219.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 33,102 shares
    Change vs previous 13F -4,484 shares

    0.36% of the 13F portfolio, value $12,462,160.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 37,586 shares
    Change vs previous 13F -4,856 shares

    0.45% of the 13F portfolio, value $15,428,934.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 42,442 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $16,580,539.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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