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Disclosery

REDW Wealth LLC: VUG position timeline

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

REDW Wealth LLC held 25,028 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,028 shares
    Change vs previous 13F +20,828 shares

    0.77% of the 13F portfolio, value $2,155,912.

    13F-HR 0001688931-26-000007 filed by REDW 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 4,200 shares
    Change vs previous 13F -1,551 shares

    0.73% of the 13F portfolio, value $1,834,529.

    13F-HR 0001688931-26-000005 filed by REDW 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 5,751 shares
    Change vs previous 13F -266 shares

    1.07% of the 13F portfolio, value $2,805,683.

    13F-HR 0001688931-26-000003 filed by REDW 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 6,017 shares
    Change vs previous 13F -28 shares

    1.09% of the 13F portfolio, value $2,885,813.

    13F-HR 0001688931-25-000012 filed by REDW 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 6,045 shares
    Change vs previous 13F +141 shares

    1.05% of the 13F portfolio, value $2,650,128.

    13F-HR 0001688931-25-000007 filed by REDW 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 5,904 shares
    Change vs previous 13F +1,362 shares

    0.81% of the 13F portfolio, value $2,189,321.

    13F-HR 0001688931-25-000005 filed by REDW 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 4,542 shares
    Change vs previous 13F -1,758 shares

    0.65% of the 13F portfolio, value $1,864,218.

    13F-HR 0001688931-25-000002 filed by REDW 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 6,300 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,418,813.

    13F-HR 0001688931-24-000014 filed by REDW Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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