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Pathway Financial Advisors LLC: VUG position timeline

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

Pathway Financial Advisors LLC held 1,257,347 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,257,347 shares
    Change vs previous 13F +57,758 shares

    12.52% of the 13F portfolio, value $113,299,571.

    13F-HR 0001738828-26-000008 filed by Pathway Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,199,589 shares
    Change vs previous 13F +993,795 shares

    11.96% of the 13F portfolio, value $102,564,838.

    13F-HR 0001738828-26-000006 filed by Pathway Financial Advisors 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 205,794 shares
    Change vs previous 13F +9,677 shares

    11.25% of the 13F portfolio, value $90,967,061.

    13F-HR 0001738828-26-000005 filed by Pathway Financial Advisors 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 196,117 shares
    Change vs previous 13F +6,335 shares

    12.08% of the 13F portfolio, value $96,142,500.

    13F-HR 0001738828-26-000001 filed by Pathway Financial Advisors 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 189,782 shares
    Change vs previous 13F +16,086 shares

    12.13% of the 13F portfolio, value $91,021,532.

    13F-HR 0001738828-25-000009 filed by Pathway Financial Advisors 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 173,696 shares
    Change vs previous 13F +37,163 shares

    11.14% of the 13F portfolio, value $76,148,412.

    13F-HR 0001738828-25-000006 filed by Pathway Financial Advisors 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 136,533 shares
    Change vs previous 13F +18,629 shares

    9.12% of the 13F portfolio, value $50,629,295.

    13F-HR 0001738828-25-000003 filed by Pathway Financial Advisors 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 117,904 shares
    Change vs previous 13F not available

    11.13% of the 13F portfolio, value $48,392,566.

    13F-HR 0001738828-25-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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