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Disclosery

RKL Wealth Management LLC: VUG position timeline

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

RKL Wealth Management LLC held 14,625 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 14,625 shares
    Change vs previous 13F +12,187 shares

    0.1% of the 13F portfolio, value $1,259,797.

    13F-HR 0001604723-26-000003 filed by RKL Wealth Management 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 2,438 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,064,756.

    13F-HR 0001604723-26-000002 filed by RKL Wealth Management 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 2,438 shares
    Change vs previous 13F +16 shares

    0.1% of the 13F portfolio, value $1,189,223.

    13F-HR 0001604723-26-000001 filed by RKL Wealth Management 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 2,422 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $1,161,391.

    13F-HR 0001604723-25-000003 filed by RKL Wealth Management 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 2,421 shares
    Change vs previous 13F -38 shares

    0.09% of the 13F portfolio, value $1,061,575.

    13F-HR 0001085146-25-003973 filed by RKL Wealth Management 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 2,459 shares
    Change vs previous 13F -7 shares

    0.09% of the 13F portfolio, value $912,023.

    13F-HR 0001085146-25-002364 filed by RKL Wealth Management 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 2,466 shares
    Change vs previous 13F -483 shares

    0.09% of the 13F portfolio, value $1,012,314.

    13F-HR 0001085146-25-000869 filed by RKL Wealth Management 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 2,949 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,132,375.

    13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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