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Rochester Wealth Strategies, LLC: VUG position timeline

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

Rochester Wealth Strategies, LLC held 282,436 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 282,436 shares
    Change vs previous 13F +231,369 shares

    13.47% of the 13F portfolio, value $24,329,065.

    13F-HR 0001958456-26-000004 filed by Rochester Wealth Strategies, 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 51,067 shares
    Change vs previous 13F +4,711 shares

    13.52% of the 13F portfolio, value $22,305,696.

    13F-HR 0001958456-26-000003 filed by Rochester Wealth Strategies, 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 46,356 shares
    Change vs previous 13F +239 shares

    14.2% of the 13F portfolio, value $22,615,156.

    13F-HR 0001958456-26-000002 filed by Rochester Wealth Strategies, 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 46,117 shares
    Change vs previous 13F -5,272 shares

    14.47% of the 13F portfolio, value $22,118,349.

    13F-HR 0001958456-25-000005 filed by Rochester Wealth Strategies, 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 51,389 shares
    Change vs previous 13F +5,068 shares

    16.16% of the 13F portfolio, value $22,529,122.

    13F-HR 0001958456-25-000003 filed by Rochester Wealth Strategies, 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 46,321 shares
    Change vs previous 13F not available

    13.64% of the 13F portfolio, value $17,176,910.

    13F-HR 0001958456-25-000002 filed by Rochester Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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