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Steward Partners Investment Advisory, LLC: VUG position timeline

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

Steward Partners Investment Advisory, LLC held 1,435,072 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,435,072 shares
    Change vs previous 13F +1,200,765 shares

    0.63% of the 13F portfolio, value $123,617,105.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 234,307 shares
    Change vs previous 13F +6,965 shares

    0.52% of the 13F portfolio, value $102,343,044.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 227,342 shares
    Change vs previous 13F +829 shares

    0.61% of the 13F portfolio, value $110,911,418.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 226,513 shares
    Change vs previous 13F +3,675 shares

    0.62% of the 13F portfolio, value $108,638,235.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 222,838 shares
    Change vs previous 13F +2,942 shares

    0.76% of the 13F portfolio, value $97,692,083.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 219,896 shares
    Change vs previous 13F +8,087 shares

    0.72% of the 13F portfolio, value $81,542,000.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 211,809 shares
    Change vs previous 13F +1,256 shares

    0.77% of the 13F portfolio, value $86,934,952.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 210,553 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $80,837,584.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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