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Waterford Advisors, LLC: VUG position timeline

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

Waterford Advisors, LLC held 385,700 VUG 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 385,700 shares
    Change vs previous 13F +323,180 shares

    9.07% of the 13F portfolio, value $33,224,235.

    13F-HR 0001960657-26-000003 filed by Waterford Advisors, 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 62,520 shares
    Change vs previous 13F +831 shares

    8.33% of the 13F portfolio, value $26,258,891.

    13F-HR 0001960657-26-000002 filed by Waterford Advisors, 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 61,689 shares
    Change vs previous 13F -3,095 shares

    11.76% of the 13F portfolio, value $30,095,440.

    13F-HR 0001960657-26-000001 filed by Waterford Advisors, 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 64,784 shares
    Change vs previous 13F +63,504 shares

    10.74% of the 13F portfolio, value $31,070,903.

    13F-HR 0001960657-25-000007 filed by Waterford Advisors, 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 1,280 shares
    Change vs previous 13F -60,795 shares

    11.29% of the 13F portfolio, value $28,104,543.

    13F-HR 0001960657-25-000005 filed by Waterford Advisors, 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 62,075 shares
    Change vs previous 13F +1,779 shares

    9.55% of the 13F portfolio, value $23,018,681.

    13F-HR 0001960657-25-000002 filed by Waterford Advisors, 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 60,296 shares
    Change vs previous 13F +1,198 shares

    12.6% of the 13F portfolio, value $24,748,042.

    13F-HR 0001960657-25-000001 filed by Waterford Advisors, 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 59,098 shares
    Change vs previous 13F not available

    11.57% of the 13F portfolio, value $22,689,387.

    13F-HR 0001960657-24-000005 filed by Waterford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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