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Disclosery

Newton One Investments LLC: VUG position timeline

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

Newton One Investments LLC held 501,536 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 501,536 shares
    Change vs previous 13F -4,346 shares

    11.53% of the 13F portfolio, value $45,193,378.

    13F-HR 0001842787-26-000007 filed by Newton One Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 505,882 shares
    Change vs previous 13F +419,421 shares

    10.97% of the 13F portfolio, value $43,576,716.

    13F-HR 0001842787-26-000005 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 86,461 shares
    Change vs previous 13F +759 shares

    10.25% of the 13F portfolio, value $37,765,503.

    13F-HR 0001842787-26-000003 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 85,702 shares
    Change vs previous 13F -2,526 shares

    12.33% of the 13F portfolio, value $41,810,457.

    13F-HR 0001842787-26-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 88,228 shares
    Change vs previous 13F -996 shares

    12.53% of the 13F portfolio, value $42,314,885.

    13F-HR 0001842787-25-000009 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 89,224 shares
    Change vs previous 13F +3,427 shares

    12.31% of the 13F portfolio, value $39,115,612.

    13F-HR 0001842787-25-000007 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 85,797 shares
    Change vs previous 13F +418 shares

    11.38% of the 13F portfolio, value $31,815,405.

    13F-HR 0001842787-25-000006 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 85,379 shares
    Change vs previous 13F not available

    13.51% of the 13F portfolio, value $35,043,132.

    13F-HR 0001842787-25-000001 filed by Newton One Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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