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TD PRIVATE CLIENT WEALTH LLC: VUG position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 392,904 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 392,904 shares
    Change vs previous 13F +325,358 shares

    0.62% of the 13F portfolio, value $33,844,711.

    13F-HR 0002052595-26-000082 filed by TD PRIVATE CLIENT 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 67,546 shares
    Change vs previous 13F +3,496 shares

    0.61% of the 13F portfolio, value $29,503,216.

    13F-HR 0002052595-26-000059 filed by TD PRIVATE CLIENT 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 64,050 shares
    Change vs previous 13F -2,460 shares

    0.67% of the 13F portfolio, value $31,247,208.

    13F-HR 0002052595-26-000006 filed by TD PRIVATE CLIENT 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 66,510 shares
    Change vs previous 13F -6,022 shares

    0.72% of the 13F portfolio, value $31,898,640.

    13F-HR 0002052595-25-000069 filed by TD PRIVATE CLIENT 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 72,532 shares
    Change vs previous 13F -2,735 shares

    0.78% of the 13F portfolio, value $31,798,126.

    13F-HR 0002052595-25-000004 filed by TD PRIVATE CLIENT 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 75,267 shares
    Change vs previous 13F -1,061 shares

    0.77% of the 13F portfolio, value $27,910,591.

    13F-HR 0001089355-25-000036 filed by TD PRIVATE CLIENT 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 76,328 shares
    Change vs previous 13F -2,807 shares

    0.88% of the 13F portfolio, value $31,327,934.

    13F-HR 0001089355-25-000003 filed by TD PRIVATE CLIENT 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 79,135 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $30,382,178.

    13F-HR 0001654954-24-014605 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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