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Disclosery

Performance Wealth Partners, LLC: VUG position timeline

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

Performance Wealth Partners, LLC held 7,621,304 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,621,304 shares
    Change vs previous 13F +6,346,920 shares

    16.3% of the 13F portfolio, value $656,499,150.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 1,274,384 shares
    Change vs previous 13F -5,133 shares

    16.15% of the 13F portfolio, value $556,637,993.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 1,279,517 shares
    Change vs previous 13F -11,149 shares

    16.92% of the 13F portfolio, value $624,225,110.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 1,290,666 shares
    Change vs previous 13F -25 shares

    17.27% of the 13F portfolio, value $619,016,248.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 1,290,691 shares
    Change vs previous 13F -1,923 shares

    18.1% of the 13F portfolio, value $565,839,000.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 1,292,614 shares
    Change vs previous 13F +5,596 shares

    17.12% of the 13F portfolio, value $479,327,179.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 1,287,018 shares
    Change vs previous 13F +7,998 shares

    16.98% of the 13F portfolio, value $528,243,554.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 1,279,020 shares
    Change vs previous 13F not available

    16.91% of the 13F portfolio, value $491,054,029.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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