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Visionary Wealth Advisors: VUG position timeline

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

Visionary Wealth Advisors held 155,148 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,148 shares
    Change vs previous 13F +129,797 shares

    0.53% of the 13F portfolio, value $13,364,470.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    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 25,351 shares
    Change vs previous 13F +703 shares

    0.49% of the 13F portfolio, value $11,073,163.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    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 24,648 shares
    Change vs previous 13F +2,816 shares

    0.54% of the 13F portfolio, value $12,024,946.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    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 21,832 shares
    Change vs previous 13F -149 shares

    0.49% of the 13F portfolio, value $10,470,627.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    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 21,981 shares
    Change vs previous 13F +1,660 shares

    0.49% of the 13F portfolio, value $9,636,405.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    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 20,321 shares
    Change vs previous 13F +419 shares

    0.45% of the 13F portfolio, value $7,535,377.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    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 19,902 shares
    Change vs previous 13F -889 shares

    0.48% of the 13F portfolio, value $8,168,682.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    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 20,791 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $7,982,388.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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