N.E.W. Advisory Services LLC: VGM position timeline

N.E.W. Advisory Services LLC held 373,821 VGM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 373,821 shares

   Change vs previous 13F +143,863 shares

   0.27% of the 13F portfolio, value $3,962,500.

   13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 229,958 shares

   Change vs previous 13F +105,498 shares

   0.17% of the 13F portfolio, value $2,269,689.

   13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 124,460 shares

   Change vs previous 13F +74,675 shares

   0.1% of the 13F portfolio, value $1,290,655.

   13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 49,785 shares

   Change vs previous 13F +12,854 shares

   0.05% of the 13F portfolio, value $503,824.

   13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services LLC
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 36,931 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $350,475.

   13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services LLC
   Filed 2025-08-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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