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Pasadena Private Wealth, LLC: VUG position timeline

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

Pasadena Private Wealth, LLC held 1,035,344 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,035,344 shares
    Change vs previous 13F +855,391 shares

    11.4% of the 13F portfolio, value $89,184,551.

    13F-HR 0002073679-26-000083 filed by Pasadena Private Wealth, 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 179,953 shares
    Change vs previous 13F +229 shares

    10.9% of the 13F portfolio, value $78,601,831.

    13F-HR 0002073679-26-000047 filed by Pasadena Private 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 ended2025-12-31
    13F 179,724 shares
    Change vs previous 13F +1,608 shares

    11.98% of the 13F portfolio, value $87,680,042.

    13F-HR 0002073679-26-000020 filed by Pasadena Private 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 ended2025-09-30
    13F 178,116 shares
    Change vs previous 13F -3,575 shares

    12.33% of the 13F portfolio, value $85,426,092.

    13F-HR 0001760578-25-000008 filed by Pasadena Private 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 ended2025-06-30
    13F 181,691 shares
    Change vs previous 13F +11,741 shares

    13.64% of the 13F portfolio, value $79,653,123.

    13F-HR 0001760578-25-000004 filed by Pasadena Private 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 ended2025-03-31
    13F 169,950 shares
    Change vs previous 13F +5,018 shares

    12.16% of the 13F portfolio, value $63,020,680.

    13F-HR 0001760578-25-000003 filed by Pasadena Private 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 ended2024-12-31
    13F 164,932 shares
    Change vs previous 13F +2,266 shares

    13.91% of the 13F portfolio, value $67,694,586.

    13F-HR 0001760578-25-000002 filed by Pasadena Private 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 ended2024-09-30
    13F 162,666 shares
    Change vs previous 13F not available

    13.29% of the 13F portfolio, value $62,452,504.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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