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Disclosery

Simplicity Wealth,LLC: VUG position timeline

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

Simplicity Wealth,LLC held 48,312 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,312 shares
    Change vs previous 13F +43,070 shares

    0.14% of the 13F portfolio, value $4,161,606.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 5,242 shares
    Change vs previous 13F +4 shares

    0.13% of the 13F portfolio, value $2,289,465.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 5,238 shares
    Change vs previous 13F +1,462 shares

    0.15% of the 13F portfolio, value $2,555,642.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 3,776 shares
    Change vs previous 13F +302 shares

    0.1% of the 13F portfolio, value $1,811,187.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 3,474 shares
    Change vs previous 13F -2,640 shares

    0.06% of the 13F portfolio, value $1,523,328.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 6,114 shares
    Change vs previous 13F +4,197 shares

    0.18% of the 13F portfolio, value $2,267,020.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 1,917 shares
    Change vs previous 13F -27 shares

    0.16% of the 13F portfolio, value $786,813.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 1,944 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $746,360.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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