O'Brien Wealth Partners LLC: VUG position timeline

O'Brien Wealth Partners LLC held 45,530 VUG shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 45,530 shares

   Change vs previous 13F -617 shares

   2.94% of the 13F portfolio, value $22,212,081.

   13F-HR 0001580642-26-000355 filed by O'Brien Wealth Partners LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-09-30

   13F 46,147 shares

   Change vs previous 13F +1,226 shares

   3% of the 13F portfolio, value $22,132,363.

   13F-HR 0001580642-25-006682 filed by O'Brien Wealth Partners LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 44,921 shares

   Change vs previous 13F +540 shares

   3.09% of the 13F portfolio, value $19,693,576.

   13F-HR 0001580642-25-004184 filed by O'Brien Wealth Partners LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 44,381 shares

   Change vs previous 13F +44 shares

   3.06% of the 13F portfolio, value $16,457,540.

   13F-HR 0001580642-25-002582 filed by O'Brien Wealth Partners LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 44,337 shares

   Change vs previous 13F +4,338 shares

   3.28% of the 13F portfolio, value $18,197,696.

   13F-HR 0001580642-25-000536 filed by O'Brien Wealth Partners LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

6. period ended2024-09-30

   13F 39,999 shares

   Change vs previous 13F +8,490 shares

   3.01% of the 13F portfolio, value $15,356,721.

   13F-HR 0001580642-24-006302 filed by O'Brien Wealth Partners LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

7. period ended2024-06-30

   13F 31,509 shares

   Change vs previous 13F +4,769 shares

   2.65% of the 13F portfolio, value $11,784,690.

   13F-HR 0001580642-24-003756 filed by O'Brien Wealth Partners LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

8. period ended2024-03-31

   13F 26,740 shares

   Change vs previous 13F not available

   2.13% of the 13F portfolio, value $9,203,916.

   13F-HR 0001580642-24-002188 filed by O'Brien Wealth Partners LLC
   Filed 2024-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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