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SHRIER WEALTH MANAGEMENT, LLC: VUG position timeline

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

SHRIER WEALTH MANAGEMENT, LLC held 174,311 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,311 shares
    Change vs previous 13F +146,459 shares

    5.06% of the 13F portfolio, value $15,015,154.

    13F-HR 0001951757-26-000983 filed by SHRIER 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 27,852 shares
    Change vs previous 13F +2,355 shares

    4.45% of the 13F portfolio, value $12,165,611.

    13F-HR 0001951757-26-000594 filed by SHRIER 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 25,497 shares
    Change vs previous 13F not available

    4.9% of the 13F portfolio, value $12,438,812.

    13F-HR 0001951757-26-000159 filed by SHRIER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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