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Wealth Alliance Advisory Group, LLC: VUG position timeline

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

Wealth Alliance Advisory Group, LLC held 428,848 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 428,848 shares
    Change vs previous 13F +357,507 shares

    5.34% of the 13F portfolio, value $36,940,997.

    13F-HR 0002085853-26-000811 filed by Wealth Alliance Advisory Group, 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 71,341 shares
    Change vs previous 13F +11,152 shares

    4.93% of the 13F portfolio, value $31,161,205.

    13F-HR 0002085853-26-000315 filed by Wealth Alliance Advisory Group, 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 60,189 shares
    Change vs previous 13F +473 shares

    5.03% of the 13F portfolio, value $29,363,738.

    13F-HR 0002085853-26-000144 filed by Wealth Alliance Advisory Group, 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 59,716 shares
    Change vs previous 13F -449 shares

    5.17% of the 13F portfolio, value $28,640,382.

    13F-HR 0002085853-25-000079 filed by Wealth Alliance Advisory Group, 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 60,165 shares
    Change vs previous 13F +2,483 shares

    5.02% of the 13F portfolio, value $26,376,515.

    13F-HR 0001667731-25-000738 filed by Wealth Alliance Advisory Group, 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 57,682 shares
    Change vs previous 13F +13,275 shares

    4.43% of the 13F portfolio, value $21,389,791.

    13F-HR 0001667731-25-000394 filed by Wealth Alliance Advisory Group, 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 44,407 shares
    Change vs previous 13F -971 shares

    3.85% of the 13F portfolio, value $18,226,351.

    13F-HR 0001667731-25-000036 filed by Wealth Alliance Advisory Group, 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 45,378 shares
    Change vs previous 13F not available

    3.66% of the 13F portfolio, value $17,421,868.

    13F-HR 0001735734-24-000004 filed by Wealth Alliance Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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