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Olde Wealth Management, LLC: VUG position timeline

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

Olde Wealth Management, LLC held 26,174 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,174 shares
    Change vs previous 13F +21,685 shares

    0.64% of the 13F portfolio, value $2,254,000.

    13F-HR 0001840760-26-000003 filed by Olde Wealth Management, 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 4,489 shares
    Change vs previous 13F -111 shares

    0.62% of the 13F portfolio, value $1,960,000.

    13F-HR 0001840760-26-000002 filed by Olde Wealth Management, 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 4,600 shares
    Change vs previous 13F -27 shares

    0.69% of the 13F portfolio, value $2,244,000.

    13F-HR 0001840760-26-000001 filed by Olde Wealth Management, 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 4,627 shares
    Change vs previous 13F -1,093 shares

    0.71% of the 13F portfolio, value $2,293,000.

    13F-HR 0001840760-25-000005 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,720 shares
    Change vs previous 13F -137 shares

    0.75% of the 13F portfolio, value $2,121,000.

    13F-HR 0001840760-25-000002 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,857 shares
    Change vs previous 13F -261 shares

    0.86% of the 13F portfolio, value $2,403,000.

    13F-HR 0001898296-25-000002 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 6,118 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,348,000.

    13F-HR 0001898131-24-000003 filed by Olde Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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