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Disclosery

Nvest Financial, LLC: VGT position timeline

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

Nvest Financial, LLC held 6,083 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,083 shares
    Change vs previous 13F +5,447 shares

    0.23% of the 13F portfolio, value $727,060.

    13F-HR 0001951757-26-001090 filed by Nvest Financial, 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 636 shares
    Change vs previous 13F -1 shares

    0.17% of the 13F portfolio, value $443,732.

    13F-HR 0001951757-26-000748 filed by Nvest Financial, 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 637 shares
    Change vs previous 13F -17 shares

    0.2% of the 13F portfolio, value $480,420.

    13F-HR 0001951757-26-000418 filed by Nvest Financial, 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 654 shares
    Change vs previous 13F -50 shares

    0.28% of the 13F portfolio, value $488,068.

    13F-HR 0001951757-25-001414 filed by Nvest Financial, 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 704 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $467,244.

    13F-HR 0001085146-25-004208 filed by Nvest Financial, 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 703 shares
    Change vs previous 13F -1,284 shares

    0.2% of the 13F portfolio, value $381,161.

    13F-HR 0001085146-25-002281 filed by Nvest Financial, 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 1,987 shares
    Change vs previous 13F +476 shares

    0.63% of the 13F portfolio, value $1,235,301.

    13F-HR 0001085146-25-000413 filed by Nvest Financial, 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 1,511 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $886,419.

    13F-HR 0001085146-24-004757 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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