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Orgel Wealth Management, LLC: VGSH position timeline

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

Orgel Wealth Management, LLC held 35,958 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,958 shares
    Change vs previous 13F -5,796,714 shares

    0.04% of the 13F portfolio, value $2,092,756.

    13F-HR 0001658535-26-000004 filed by Orgel 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 5,832,672 shares
    Change vs previous 13F -2,246,145 shares

    7.36% of the 13F portfolio, value $341,444,598.

    13F-HR 0001658535-26-000003 filed by Orgel 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 8,078,817 shares
    Change vs previous 13F +553,478 shares

    10.47% of the 13F portfolio, value $474,468,930.

    13F-HR 0001658535-26-000001 filed by Orgel 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 7,525,339 shares
    Change vs previous 13F +224,518 shares

    10.1% of the 13F portfolio, value $442,866,178.

    13F-HR 0001658535-25-000008 filed by Orgel 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 ended2025-06-30
    13F 7,300,821 shares
    Change vs previous 13F -235,091 shares

    10.34% of the 13F portfolio, value $429,142,236.

    13F-HR 0001658535-25-000005 filed by Orgel 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 ended2025-03-31
    13F 7,535,912 shares
    Change vs previous 13F +125,785 shares

    11.49% of the 13F portfolio, value $442,282,671.

    13F-HR 0001658535-25-000004 filed by Orgel 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 ended2024-12-31
    13F 7,410,127 shares
    Change vs previous 13F +238,717 shares

    11.25% of the 13F portfolio, value $431,121,179.

    13F-HR 0001658535-25-000001 filed by Orgel Wealth Management, 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 7,171,410 shares
    Change vs previous 13F not available

    10.59% of the 13F portfolio, value $423,256,631.

    13F-HR 0001658535-24-000008 filed by Orgel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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