TruWealth Advisors, LLC: VUG position timeline

TruWealth Advisors, LLC held 1,889 VUG shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 1,889 shares

   Change vs previous 13F -35 shares

   0.04% of the 13F portfolio, value $825,168.

   13F-HR 0002085853-26-000301 filed by TruWealth Advisors, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 1,924 shares

   Change vs previous 13F -173 shares

   0.05% of the 13F portfolio, value $938,694.

   13F-HR 0002085853-26-000014 filed by TruWealth Advisors, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 2,097 shares

   Change vs previous 13F +40 shares

   0.05% of the 13F portfolio, value $1,005,809.

   13F-HR 0002085853-25-000011 filed by TruWealth Advisors, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 2,057 shares

   Change vs previous 13F +179 shares

   0.05% of the 13F portfolio, value $901,767.

   13F-HR 0001667731-25-000725 filed by TruWealth Advisors, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 1,878 shares

   Change vs previous 13F +35 shares

   0.04% of the 13F portfolio, value $696,513.

   13F-HR 0001667731-25-000395 filed by TruWealth Advisors, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 1,843 shares

   Change vs previous 13F +4 shares

   0.05% of the 13F portfolio, value $756,476.

   13F-HR 0001667731-25-000029 filed by TruWealth Advisors, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 1,839 shares

   Change vs previous 13F +2 shares

   0.04% of the 13F portfolio, value $706,092.

   13F-HR 0001834985-24-000005 filed by TruWealth Advisors, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

8. period ended2024-06-30

   13F 1,837 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $686,953.

   13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
   Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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