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RWA WEALTH PARTNERS, LLC: VUG position timeline

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

RWA WEALTH PARTNERS, LLC held 13,463,288 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 13,463,288 shares
    Change vs previous 13F +11,265,041 shares

    11.11% of the 13F portfolio, value $1,159,727,596.

    13F-HR 0001544576-26-000005 filed by RWA 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 2,198,247 shares
    Change vs previous 13F -42,333 shares

    10.51% of the 13F portfolio, value $960,172,142.

    13F-HR 0001544576-26-000004 filed by RWA 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 2,240,580 shares
    Change vs previous 13F +79,472 shares

    11.95% of the 13F portfolio, value $1,093,088,988.

    13F-HR 0001544576-26-000001 filed by RWA 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 2,161,108 shares
    Change vs previous 13F -15,108 shares

    11.77% of the 13F portfolio, value $1,036,488,958.

    13F-HR 0001544576-25-000007 filed by RWA 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 2,176,216 shares
    Change vs previous 13F -305,580 shares

    11.94% of the 13F portfolio, value $954,053,169.

    13F-HR 0001544576-25-000005 filed by RWA 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 2,481,796 shares
    Change vs previous 13F -58,208 shares

    11.6% of the 13F portfolio, value $920,299,406.

    13F-HR 0001544576-25-000004 filed by RWA 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 2,540,004 shares
    Change vs previous 13F -52,684 shares

    12.85% of the 13F portfolio, value $1,042,519,602.

    13F-HR 0001544576-25-000001 filed by RWA 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 2,592,688 shares
    Change vs previous 13F not available

    12.42% of the 13F portfolio, value $995,410,736.

    13F-HR 0001544576-24-000007 filed by RWA WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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