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Disclosery

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

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of N.E.W. Advisory Services LLC on VGSH, newest first. How the timeline and the estimate are built.

N.E.W. Advisory Services LLC held 19,513 VGSH 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 19,513 shares
    Change vs previous 13F +132 shares

    0.08% of the 13F portfolio, value $1,135,652.

    13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services 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 19,381 shares
    Change vs previous 13F +1,551 shares

    0.08% of the 13F portfolio, value $1,134,587.

    13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services 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 17,830 shares
    Change vs previous 13F +736 shares

    0.08% of the 13F portfolio, value $1,047,150.

    13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services 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 17,094 shares
    Change vs previous 13F +1,139 shares

    0.09% of the 13F portfolio, value $1,005,979.

    13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services 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 15,955 shares
    Change vs previous 13F +363 shares

    0.09% of the 13F portfolio, value $937,828.

    13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services 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 15,592 shares
    Change vs previous 13F -154 shares

    0.07% of the 13F portfolio, value $915,081.

    13F-HR 0001764754-25-000009 filed by N.E.W. Advisory Services 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 15,746 shares
    Change vs previous 13F +1,308 shares

    0.09% of the 13F portfolio, value $916,089.

    13F-HR 0001085146-25-000454 filed by N.E.W. Advisory Services 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 14,438 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $852,129.

    13F-HR 0001085146-24-005253 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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