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Disclosery

Triangle Securities Wealth Management: VUG position timeline

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

Triangle Securities Wealth Management held 40,090 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,090 shares
    Change vs previous 13F +34,022 shares

    0.69% of the 13F portfolio, value $3,453,387.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 6,068 shares
    Change vs previous 13F +327 shares

    0.6% of the 13F portfolio, value $2,650,584.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 5,741 shares
    Change vs previous 13F +108 shares

    0.59% of the 13F portfolio, value $2,801,027.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 5,633 shares
    Change vs previous 13F +78 shares

    0.61% of the 13F portfolio, value $2,701,477.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 5,555 shares
    Change vs previous 13F -185 shares

    0.6% of the 13F portfolio, value $2,435,336.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 5,740 shares
    Change vs previous 13F +382 shares

    0.55% of the 13F portfolio, value $2,128,488.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 5,358 shares
    Change vs previous 13F +217 shares

    0.56% of the 13F portfolio, value $2,199,007.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 5,141 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,973,829.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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