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Savvy Advisors, Inc.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Savvy Advisors, Inc. on VUG, newest first. How the timeline and the estimate are built.

Savvy Advisors, Inc. held 356,638 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 356,638 shares
    Change vs previous 13F +301,928 shares

    0.66% of the 13F portfolio, value $30,720,805.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 54,710 shares
    Change vs previous 13F +4,302 shares

    0.64% of the 13F portfolio, value $23,896,762.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 50,408 shares
    Change vs previous 13F +39,128 shares

    0.79% of the 13F portfolio, value $24,592,084.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 11,280 shares
    Change vs previous 13F +189 shares

    0.25% of the 13F portfolio, value $5,410,047.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 11,091 shares
    Change vs previous 13F +569 shares

    0.32% of the 13F portfolio, value $4,862,121.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 10,522 shares
    Change vs previous 13F +1,119 shares

    0.39% of the 13F portfolio, value $3,901,686.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 9,403 shares
    Change vs previous 13F +553 shares

    0.46% of the 13F portfolio, value $3,859,533.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 8,850 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,397,856.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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