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Disclosery

VIAWEALTH, LLC: VUG position timeline

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

VIAWEALTH, LLC held 13,099 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,099 shares
    Change vs previous 13F +10,835 shares

    0.57% of the 13F portfolio, value $1,128,323.

    13F-HR 0001965401-26-000007 filed by VIAWEALTH, 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 2,264 shares
    Change vs previous 13F -178 shares

    0.55% of the 13F portfolio, value $988,754.

    13F-HR 0001965401-26-000004 filed by VIAWEALTH, 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 2,442 shares
    Change vs previous 13F -101 shares

    0.67% of the 13F portfolio, value $1,191,120.

    13F-HR 0001965401-26-000002 filed by VIAWEALTH, 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 2,543 shares
    Change vs previous 13F -149 shares

    0.67% of the 13F portfolio, value $1,219,422.

    13F-HR 0001965401-25-000005 filed by VIAWEALTH, 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 2,692 shares
    Change vs previous 13F +29 shares

    0.7% of the 13F portfolio, value $1,180,312.

    13F-HR 0001085146-25-004916 filed by VIAWEALTH, 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 2,663 shares
    Change vs previous 13F -57 shares

    0.61% of the 13F portfolio, value $987,386.

    13F-HR 0001085146-25-002728 filed by VIAWEALTH, 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 2,720 shares
    Change vs previous 13F -515 shares

    0.67% of the 13F portfolio, value $1,116,367.

    13F-HR 0001085146-25-000980 filed by VIAWEALTH, 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 3,235 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,242,137.

    13F-HR 0001085146-24-005569 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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