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Disclosery

N.E.W. Advisory Services LLC: VUG 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 VUG, newest first. How the timeline and the estimate are built.

N.E.W. Advisory Services LLC held 140,879 VUG 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 140,879 shares
    Change vs previous 13F +117,104 shares

    0.81% of the 13F portfolio, value $12,135,348.

    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 23,775 shares
    Change vs previous 13F -542 shares

    0.78% of the 13F portfolio, value $10,384,704.

    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 24,317 shares
    Change vs previous 13F -402 shares

    0.88% of the 13F portfolio, value $11,863,369.

    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 24,719 shares
    Change vs previous 13F +126 shares

    1.06% of the 13F portfolio, value $11,855,586.

    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 24,593 shares
    Change vs previous 13F -5,759 shares

    1.05% of the 13F portfolio, value $10,781,483.

    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 30,352 shares
    Change vs previous 13F +4,937 shares

    0.86% of the 13F portfolio, value $11,255,213.

    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 25,415 shares
    Change vs previous 13F -274 shares

    0.99% of the 13F portfolio, value $10,430,866.

    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 25,689 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $9,863,089.

    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).