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Disclosery

Sowell Financial Services LLC: VUG position timeline

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

Sowell Financial Services LLC held 123,734 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,734 shares
    Change vs previous 13F +88,973 shares

    0.35% of the 13F portfolio, value $10,658,414.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 34,761 shares
    Change vs previous 13F -1,458 shares

    0.56% of the 13F portfolio, value $15,183,386.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 36,219 shares
    Change vs previous 13F -1,075 shares

    0.65% of the 13F portfolio, value $17,669,623.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 37,294 shares
    Change vs previous 13F +3,603 shares

    0.69% of the 13F portfolio, value $17,886,552.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 33,691 shares
    Change vs previous 13F +1,847 shares

    0.6% of the 13F portfolio, value $14,770,312.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 31,844 shares
    Change vs previous 13F -4,598 shares

    0.54% of the 13F portfolio, value $11,808,474.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 36,442 shares
    Change vs previous 13F -5,072 shares

    0.79% of the 13F portfolio, value $14,957,321.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 41,514 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $15,938,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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