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Disclosery

Olistico Wealth, LLC: VUG position timeline

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

Olistico Wealth, LLC held 253,239 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 253,239 shares
    Change vs previous 13F -1,049,667 shares

    9.55% of the 13F portfolio, value $22,819,336.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,302,906 shares
    Change vs previous 13F +1,260,729 shares

    9.31% of the 13F portfolio, value $21,760,625.

    13F-HR 0001962695-26-000003 filed by Olistico Wealth, 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 42,177 shares
    Change vs previous 13F -427 shares

    9.08% of the 13F portfolio, value $18,422,601.

    13F-HR 0001962695-26-000002 filed by Olistico Wealth, 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 42,604 shares
    Change vs previous 13F +124 shares

    10.14% of the 13F portfolio, value $20,784,744.

    13F-HR 0001962695-26-000001 filed by Olistico Wealth, 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 42,480 shares
    Change vs previous 13F +203 shares

    10.77% of the 13F portfolio, value $20,373,666.

    13F-HR 0001962695-25-000005 filed by Olistico Wealth, 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 42,277 shares
    Change vs previous 13F +3,661 shares

    10.29% of the 13F portfolio, value $18,534,082.

    13F-HR 0001962695-25-000003 filed by Olistico Wealth, 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 38,616 shares
    Change vs previous 13F -1,702 shares

    9.32% of the 13F portfolio, value $15,082,231.

    13F-HR 0001965653-25-000005 filed by Olistico Wealth, 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 40,318 shares
    Change vs previous 13F not available

    9.62% of the 13F portfolio, value $16,548,098.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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