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One Charles Private Wealth Services, LLC: VUG position timeline

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

One Charles Private Wealth Services, LLC held 220,144 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,144 shares
    Change vs previous 13F +184,790 shares

    4.37% of the 13F portfolio, value $18,963,202.

    13F-HR 0001765380-26-000218 filed by One Charles Private Wealth Services, 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 35,354 shares
    Change vs previous 13F +1,660 shares

    3.87% of the 13F portfolio, value $15,442,349.

    13F-HR 0001765380-26-000189 filed by One Charles Private Wealth Services, 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 33,694 shares
    Change vs previous 13F +1,525 shares

    4.25% of the 13F portfolio, value $16,438,086.

    13F-HR 0001765380-26-000074 filed by One Charles Private Wealth Services, 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 32,169 shares
    Change vs previous 13F +1,964 shares

    4.05% of the 13F portfolio, value $15,428,812.

    13F-HR 0001765380-25-000484 filed by One Charles Private Wealth Services, 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 30,205 shares
    Change vs previous 13F +1,326 shares

    3.72% of the 13F portfolio, value $13,241,666.

    13F-HR 0001765380-25-000363 filed by One Charles Private Wealth Services, 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 28,879 shares
    Change vs previous 13F +3,656 shares

    3.47% of the 13F portfolio, value $10,708,736.

    13F-HR 0001765380-25-000193 filed by One Charles Private Wealth Services, 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 25,223 shares
    Change vs previous 13F +4,664 shares

    3.48% of the 13F portfolio, value $10,352,697.

    13F-HR 0001765380-25-000075 filed by One Charles Private Wealth Services, 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 20,559 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $7,893,395.

    13F-HR 0001765380-24-000443 filed by One Charles Private Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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