Skip to content
Disclosery

NewEdge Wealth, LLC: VUG position timeline

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

NewEdge Wealth, LLC held 283,847 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 283,847 shares
    Change vs previous 13F +237,088 shares

    0.25% of the 13F portfolio, value $24,450,551.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 46,759 shares
    Change vs previous 13F +7,669 shares

    0.24% of the 13F portfolio, value $20,423,654.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 39,090 shares
    Change vs previous 13F +234 shares

    0.22% of the 13F portfolio, value $19,070,531.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 38,856 shares
    Change vs previous 13F +594 shares

    0.28% of the 13F portfolio, value $19,195,462.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 38,262 shares
    Change vs previous 13F +9,084 shares

    0.27% of the 13F portfolio, value $17,436,229.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 29,178 shares
    Change vs previous 13F +618 shares

    0.2% of the 13F portfolio, value $10,819,903.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 28,560 shares
    Change vs previous 13F +146 shares

    0.2% of the 13F portfolio, value $11,722,067.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 28,414 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $10,909,113.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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