Skip to content
Disclosery

Troutman Wealth Management, LLC: VUG position timeline

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

Troutman Wealth Management, LLC held 60,803 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,803 shares
    Change vs previous 13F +50,788 shares

    4.03% of the 13F portfolio, value $5,237,586.

    13F-HR 0002110807-26-000003 filed by Troutman 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 10,015 shares
    Change vs previous 13F -79 shares

    3.65% of the 13F portfolio, value $4,374,601.

    13F-HR 0002110807-26-000002 filed by Troutman 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 10,094 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $4,924,376.

    13F-HR 0002110807-26-000001 filed by Troutman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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