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VSM Wealth Advisory, LLC: VUG position timeline

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

VSM Wealth Advisory, LLC held 158,390 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,390 shares
    Change vs previous 13F +133,209 shares

    3.62% of the 13F portfolio, value $13,643,751.

    13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, 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 25,181 shares
    Change vs previous 13F +2,643 shares

    3.28% of the 13F portfolio, value $10,998,684.

    13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, 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 22,538 shares
    Change vs previous 13F +550 shares

    3.3% of the 13F portfolio, value $10,995,435.

    13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, 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 21,988 shares
    Change vs previous 13F +3,298 shares

    3.28% of the 13F portfolio, value $10,545,442.

    13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, 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 18,690 shares
    Change vs previous 13F +2,643 shares

    2.71% of the 13F portfolio, value $8,193,539.

    13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, 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 16,047 shares
    Change vs previous 13F +4,231 shares

    2.14% of the 13F portfolio, value $5,950,584.

    13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, 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 11,816 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $4,849,847.

    13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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