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RITHOLTZ WEALTH MANAGEMENT: VUG position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 149,593 VUG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 149,593 shares
    Change vs previous 13F +125,457 shares

    0.19% of the 13F portfolio, value $12,885,943.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 24,136 shares
    Change vs previous 13F +1,065 shares

    0.18% of the 13F portfolio, value $10,542,183.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 23,071 shares
    Change vs previous 13F +30 shares

    0.21% of the 13F portfolio, value $11,255,509.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 23,041 shares
    Change vs previous 13F +855 shares

    0.21% of the 13F portfolio, value $11,050,721.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 22,186 shares
    Change vs previous 13F -868 shares

    0.21% of the 13F portfolio, value $9,726,136.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 23,054 shares
    Change vs previous 13F +6,570 shares

    0.26% of the 13F portfolio, value $8,548,778.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 16,484 shares
    Change vs previous 13F -400 shares

    0.2% of the 13F portfolio, value $6,765,576.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 16,884 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,482,166.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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