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Disclosery

Sagace Wealth Management LLC: VUG position timeline

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

Sagace Wealth Management LLC held 30,787 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,787 shares
    Change vs previous 13F +25,697 shares

    1.68% of the 13F portfolio, value $2,651,992.

    13F-HR 0002027449-26-000003 filed by Sagace 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 5,090 shares
    Change vs previous 13F -1,194 shares

    1.51% of the 13F portfolio, value $2,223,261.

    13F-HR 0002027449-26-000002 filed by Sagace 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 6,284 shares
    Change vs previous 13F -212 shares

    2.09% of the 13F portfolio, value $3,065,712.

    13F-HR 0002027449-26-000001 filed by Sagace 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 6,496 shares
    Change vs previous 13F -685 shares

    2.12% of the 13F portfolio, value $3,115,547.

    13F-HR 0002027449-25-000007 filed by Sagace 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 7,181 shares
    Change vs previous 13F +684 shares

    2.35% of the 13F portfolio, value $3,148,150.

    13F-HR 0002027449-25-000004 filed by Sagace 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 6,497 shares
    Change vs previous 13F +1,015 shares

    1.82% of the 13F portfolio, value $2,409,218.

    13F-HR 0002027449-25-000002 filed by Sagace 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 5,482 shares
    Change vs previous 13F -1,329 shares

    1.69% of the 13F portfolio, value $2,250,032.

    13F-HR 0002027449-25-000001 filed by Sagace 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 6,811 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $2,670,934.

    13F-HR 0002027449-24-000002 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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