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Disclosery

Waldron Private Wealth LLC: VUG position timeline

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

Waldron Private Wealth LLC held 4,384,499 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,384,499 shares
    Change vs previous 13F +3,677,619 shares

    13.08% of the 13F portfolio, value $377,680,854.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 706,880 shares
    Change vs previous 13F +115,188 shares

    12.04% of the 13F portfolio, value $308,759,310.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 591,692 shares
    Change vs previous 13F +21,409 shares

    11.41% of the 13F portfolio, value $288,664,507.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 570,283 shares
    Change vs previous 13F +11,714 shares

    11.1% of the 13F portfolio, value $273,803,441.

    13F-HR 0001598180-25-000005 filed by Waldron Private 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 558,569 shares
    Change vs previous 13F +21,292 shares

    10.69% of the 13F portfolio, value $245,158,558.

    13F-HR 0001085146-25-004382 filed by Waldron Private 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 537,277 shares
    Change vs previous 13F +37,693 shares

    9.41% of the 13F portfolio, value $199,232,883.

    13F-HR 0001085146-25-002780 filed by Waldron Private 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 499,584 shares
    Change vs previous 13F +29,844 shares

    8.25% of the 13F portfolio, value $205,049,367.

    13F-HR 0001085146-25-000463 filed by Waldron Private 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 469,740 shares
    Change vs previous 13F not available

    7.49% of the 13F portfolio, value $180,347,314.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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