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Disclosery

Stonegate Investment Group, LLC: VUG position timeline

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

Stonegate Investment Group, LLC held 10,760 VUG shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 10,760 shares
    Change vs previous 13F +994 shares

    0.12% of the 13F portfolio, value $5,160,527.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 9,766 shares
    Change vs previous 13F +278 shares

    0.11% of the 13F portfolio, value $4,281,315.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 9,488 shares
    Change vs previous 13F +631 shares

    0.09% of the 13F portfolio, value $3,518,256.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 8,857 shares
    Change vs previous 13F +278 shares

    0.1% of the 13F portfolio, value $3,635,176.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,579 shares
    Change vs previous 13F +4,119 shares

    0.09% of the 13F portfolio, value $3,293,859.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 4,460 shares
    Change vs previous 13F +597 shares

    0.05% of the 13F portfolio, value $1,668,168.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 3,863 shares
    Change vs previous 13F +318 shares

    0.04% of the 13F portfolio, value $1,329,722.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 3,545 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,102,086.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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