Skip to content
Disclosery

Tradition Wealth Management, LLC: VUG position timeline

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

Tradition Wealth Management, LLC held 53,950 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,950 shares
    Change vs previous 13F +44,302 shares

    0.28% of the 13F portfolio, value $4,647,262.

    13F-HR 0001843010-26-000004 filed by Tradition Wealth Management, 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 9,648 shares
    Change vs previous 13F -247 shares

    0.3% of the 13F portfolio, value $4,214,052.

    13F-HR 0001843010-26-000003 filed by Tradition Wealth Management, 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 9,895 shares
    Change vs previous 13F -279 shares

    0.35% of the 13F portfolio, value $4,827,388.

    13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, 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 10,174 shares
    Change vs previous 13F +598 shares

    0.36% of the 13F portfolio, value $4,879,401.

    13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, 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 9,576 shares
    Change vs previous 13F -1,559 shares

    0.34% of the 13F portfolio, value $4,198,221.

    13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, 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 11,135 shares
    Change vs previous 13F -81 shares

    0.36% of the 13F portfolio, value $4,128,933.

    13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, 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 11,216 shares
    Change vs previous 13F -10 shares

    0.41% of the 13F portfolio, value $4,603,404.

    13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, 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 11,226 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,310,110.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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