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Sterling Investment Advisors, Ltd.: VUG position timeline

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

Sterling Investment Advisors, Ltd. held 7,608 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,608 shares
    Change vs previous 13F +6,340 shares

    0.11% of the 13F portfolio, value $655,313.

    13F-HR 0001701132-26-000004 filed by Sterling Investment Advisors, Ltd.
    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 1,268 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $553,858.

    13F-HR 0001701132-26-000002 filed by Sterling Investment Advisors, Ltd.
    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 1,268 shares
    Change vs previous 13F -9 shares

    0.11% of the 13F portfolio, value $618,489.

    13F-HR 0001701132-26-000001 filed by Sterling Investment Advisors, Ltd.
    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 1,277 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $612,592.

    13F-HR 0001701132-25-000010 filed by Sterling Investment Advisors, Ltd.
    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 1,277 shares
    Change vs previous 13F -199 shares

    0.12% of the 13F portfolio, value $559,837.

    13F-HR 0001701132-25-000007 filed by Sterling Investment Advisors, Ltd.
    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 1,476 shares
    Change vs previous 13F +102 shares

    0.13% of the 13F portfolio, value $547,330.

    13F-HR 0001701132-25-000005 filed by Sterling Investment Advisors, Ltd.
    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 1,374 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $563,945.

    13F-HR 0001701132-25-000002 filed by Sterling Investment Advisors, Ltd.
    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 1,374 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $527,520.

    13F-HR 0001701132-24-000007 filed by Sterling Investment Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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