Skip to content
Disclosery

WBH ADVISORY INC: VUG position timeline

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

WBH ADVISORY INC held 62,074 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,074 shares
    Change vs previous 13F +52,340 shares

    0.36% of the 13F portfolio, value $5,347,098.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 9,734 shares
    Change vs previous 13F -860 shares

    0.32% of the 13F portfolio, value $4,298,169.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 10,594 shares
    Change vs previous 13F +895 shares

    0.38% of the 13F portfolio, value $5,168,178.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 9,699 shares
    Change vs previous 13F +212 shares

    0.36% of the 13F portfolio, value $4,651,884.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 9,487 shares
    Change vs previous 13F +3,486 shares

    0.35% of the 13F portfolio, value $4,158,941.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 6,001 shares
    Change vs previous 13F -768 shares

    0.21% of the 13F portfolio, value $2,225,232.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 6,769 shares
    Change vs previous 13F +3,711 shares

    0.26% of the 13F portfolio, value $2,778,444.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 3,058 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,174,065.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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