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Wealth Analytics Partners, LLC: VUG position timeline

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

Wealth Analytics Partners, LLC held 630,086 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 630,086 shares
    Change vs previous 13F +523,456 shares

    19.87% of the 13F portfolio, value $54,792,250.

    13F-HR 0001214659-26-008619 filed by Wealth Analytics Partners, 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 106,630 shares
    Change vs previous 13F -1,040 shares

    18.94% of the 13F portfolio, value $46,574,978.

    13F-HR 0001214659-26-006383 filed by Wealth Analytics Partners, 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 107,670 shares
    Change vs previous 13F not available

    20.6% of the 13F portfolio, value $52,527,871.

    13F-HR 0001214659-26-001893 filed by Wealth Analytics Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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