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Valeo Financial Advisors, LLC: VUG position timeline

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

Valeo Financial Advisors, LLC held 122,555 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 122,555 shares
    Change vs previous 13F +499 shares

    0.23% of the 13F portfolio, value $11,043,463.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 122,056 shares
    Change vs previous 13F +101,721 shares

    0.22% of the 13F portfolio, value $10,513,925.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 20,335 shares
    Change vs previous 13F -143 shares

    0.21% of the 13F portfolio, value $8,882,276.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 20,478 shares
    Change vs previous 13F -891 shares

    0.22% of the 13F portfolio, value $9,990,175.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 21,369 shares
    Change vs previous 13F -21,707 shares

    0.23% of the 13F portfolio, value $10,248,647.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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/A 43,076 shares
    Change vs previous 13F +11,196 shares

    0.22% of the 13F portfolio, value $9,054,129.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 31,880 shares
    Change vs previous 13F +11,889 shares

    0.33% of the 13F portfolio, value $11,821,770.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,991 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $8,205,022.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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