Skip to content
Disclosery

SAX WEALTH ADVISORS, LLC: VUG position timeline

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

SAX WEALTH ADVISORS, LLC held 137,817 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 137,817 shares
    Change vs previous 13F +113,480 shares

    0.35% of the 13F portfolio, value $12,418,730.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,337 shares
    Change vs previous 13F +12,860 shares

    0.43% of the 13F portfolio, value $10,630,098.

    13F-HR 0001846150-26-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,477 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $5,599,318.

    13F-HR 0001846150-26-000005 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,477 shares
    Change vs previous 13F -180 shares

    0.26% of the 13F portfolio, value $5,599,318.

    13F-HR 0001846150-26-000002 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,657 shares
    Change vs previous 13F -884 shares

    0.3% of the 13F portfolio, value $5,590,599.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 12,541 shares
    Change vs previous 13F +3,976 shares

    0.33% of the 13F portfolio, value $5,497,836.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,565 shares
    Change vs previous 13F +3,080 shares

    0.23% of the 13F portfolio, value $3,175,900.

    13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,485 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,251,248.

    13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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