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TRAPHAGEN INVESTMENT ADVISORS LLC: VUG position timeline

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

TRAPHAGEN INVESTMENT ADVISORS LLC held 3,378 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,378 shares
    Change vs previous 13F -512 shares

    0.02% of the 13F portfolio, value $304,379.

    13F-HR 0002023380-26-000005 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,890 shares
    Change vs previous 13F +3,334 shares

    0.02% of the 13F portfolio, value $335,089.

    13F-HR 0002023380-26-000003 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 556 shares
    Change vs previous 13F +8 shares

    0.02% of the 13F portfolio, value $242,785.

    13F-HR 0002023380-26-000002 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 548 shares
    Change vs previous 13F +51 shares

    0.02% of the 13F portfolio, value $267,224.

    13F-HR 0002023380-26-000001 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 497 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $238,205.

    13F-HR 0002023380-25-000007 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 497 shares
    Change vs previous 13F +497 shares

    0.02% of the 13F portfolio, value $217,713.

    13F-HR 0002023380-25-000006 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -852 shares

    13F-HR 0002023380-25-000002 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-12-31
    13F 852 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $349,506.

    13F-HR 0002023380-25-000001 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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