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SATOVSKY ASSET MANAGEMENT LLC: VUG position timeline

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

SATOVSKY ASSET MANAGEMENT LLC held 3,492 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,492 shares
    Change vs previous 13F +2,910 shares

    0.05% of the 13F portfolio, value $300,841.

    13F-HR 0001214659-26-010046 filed by SATOVSKY ASSET 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 582 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $254,237.

    13F-HR 0001214659-26-006186 filed by SATOVSKY ASSET 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 582 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $283,953.

    13F-HR 0001214659-26-001692 filed by SATOVSKY ASSET 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 582 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $279,133.

    13F-HR 0001214659-25-016556 filed by SATOVSKY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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