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Disclosery

VANCE WEALTH, LLC: VIGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VANCE WEALTH, LLC on VIGI, newest first. How the timeline and the estimate are built.

VANCE WEALTH, LLC held 67,596 VIGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,596 shares
    Change vs previous 13F +12,009 shares

    1.42% of the 13F portfolio, value $6,312,094.

    13F-HR 0001951757-26-001264 filed by VANCE WEALTH, 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 55,587 shares
    Change vs previous 13F +11,732 shares

    1.42% of the 13F portfolio, value $4,917,200.

    13F-HR 0001951757-26-000879 filed by VANCE WEALTH, 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/A 43,855 shares
    Change vs previous 13F +1,960 shares

    1.19% of the 13F portfolio, value $4,010,512.

    13F-HR/A 0001951757-26-000476 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 41,895 shares
    Change vs previous 13F +5,960 shares

    1.15% of the 13F portfolio, value $3,752,524.

    13F-HR 0001951757-25-001441 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 35,935 shares
    Change vs previous 13F +1,404 shares

    1.09% of the 13F portfolio, value $3,238,451.

    13F-HR 0001951757-25-001086 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 34,531 shares
    Change vs previous 13F +3,443 shares

    1.08% of the 13F portfolio, value $2,863,971.

    13F-HR 0001951757-25-000555 filed by VANCE WEALTH, LLC
    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 31,088 shares
    Change vs previous 13F +1,221 shares

    0.96% of the 13F portfolio, value $2,486,749.

    13F-HR 0001951757-25-000262 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,867 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $2,636,659.

    13F-HR 0001951757-24-001187 filed by VANCE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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