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NWF Advisory Services Inc.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NWF Advisory Services Inc. on VUG, newest first. How the timeline and the estimate are built.

NWF Advisory Services Inc. held 174,428 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,428 shares
    Change vs previous 13F +146,096 shares

    1.41% of the 13F portfolio, value $15,025,259.

    13F-HR 0002085853-26-000893 filed by NWF Advisory Services Inc.
    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 28,332 shares
    Change vs previous 13F +633 shares

    1.4% of the 13F portfolio, value $12,375,209.

    13F-HR 0002085853-26-000556 filed by NWF Advisory Services Inc.
    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 27,699 shares
    Change vs previous 13F -670 shares

    1.49% of the 13F portfolio, value $13,513,268.

    13F-HR 0002085853-26-000290 filed by NWF Advisory Services Inc.
    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 28,369 shares
    Change vs previous 13F -3,380 shares

    1.49% of the 13F portfolio, value $13,606,485.

    13F-HR 0002085853-25-000210 filed by NWF Advisory Services Inc.
    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 31,749 shares
    Change vs previous 13F -543 shares

    1.66% of the 13F portfolio, value $13,919,113.

    13F-HR 0001667731-25-001273 filed by NWF Advisory Services Inc.
    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 32,292 shares
    Change vs previous 13F -423 shares

    1.68% of the 13F portfolio, value $11,974,522.

    13F-HR 0001667731-25-001092 filed by NWF Advisory Services Inc.
    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 32,715 shares
    Change vs previous 13F +5,618 shares

    1.97% of the 13F portfolio, value $13,427,544.

    13F-HR 0001667731-25-000641 filed by NWF Advisory Services Inc.
    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 27,097 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $10,403,580.

    13F-HR 0002085853-25-000017 filed by NWF Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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