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Disclosery

Wealth Group Ltd: VUG position timeline

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

Wealth Group Ltd held 7,636 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,636 shares
    Change vs previous 13F -51 shares

    0.13% of the 13F portfolio, value $696,184.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,687 shares
    Change vs previous 13F +6,417 shares

    0.13% of the 13F portfolio, value $662,180.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,270 shares
    Change vs previous 13F -40 shares

    0.13% of the 13F portfolio, value $554,747.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,310 shares
    Change vs previous 13F +57 shares

    0.14% of the 13F portfolio, value $639,128.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,253 shares
    Change vs previous 13F -7 shares

    0.14% of the 13F portfolio, value $600,794.

    13F-HR 0002010748-25-000006 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,260 shares
    Change vs previous 13F -20 shares

    0.14% of the 13F portfolio, value $552,583.

    13F-HR 0002010748-25-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,280 shares
    Change vs previous 13F -9 shares

    0.14% of the 13F portfolio, value $474,818.

    13F-HR 0002010748-25-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,289 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $529,147.

    13F-HR 0002010748-25-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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