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Valmark Advisers, Inc.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on VUG, newest first. How the timeline and the estimate are built.

Valmark Advisers, Inc. held 89,827 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,827 shares
    Change vs previous 13F +75,998 shares

    0.08% of the 13F portfolio, value $7,737,671.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    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 13,829 shares
    Change vs previous 13F +953 shares

    0.07% of the 13F portfolio, value $6,040,369.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    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 12,876 shares
    Change vs previous 13F +546 shares

    0.08% of the 13F portfolio, value $6,281,536.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    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 12,330 shares
    Change vs previous 13F +1,924 shares

    0.08% of the 13F portfolio, value $5,913,779.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    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 10,406 shares
    Change vs previous 13F +53 shares

    0.06% of the 13F portfolio, value $4,561,983.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    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 10,353 shares
    Change vs previous 13F +1,313 shares

    0.06% of the 13F portfolio, value $3,839,093.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    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 9,040 shares
    Change vs previous 13F -1,011 shares

    0.06% of the 13F portfolio, value $3,710,546.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    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 10,051 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,859,001.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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