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Wealth Management Strategies, Inc.: VUG position timeline

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

Wealth Management Strategies, Inc. held 581,578 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 581,578 shares
    Change vs previous 13F +489,769 shares

    19.58% of the 13F portfolio, value $50,097,119.

    13F-HR 0002057285-26-000005 filed by Wealth Management Strategies, 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 91,809 shares
    Change vs previous 13F +4,344 shares

    18.14% of the 13F portfolio, value $40,101,234.

    13F-HR 0002057285-26-000003 filed by Wealth Management Strategies, 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 87,465 shares
    Change vs previous 13F +4,950 shares

    19.65% of the 13F portfolio, value $42,670,873.

    13F-HR 0002057285-26-000001 filed by Wealth Management Strategies, 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 82,515 shares
    Change vs previous 13F +4,449 shares

    19.6% of the 13F portfolio, value $39,574,912.

    13F-HR 0002057285-25-000005 filed by Wealth Management Strategies, 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 78,066 shares
    Change vs previous 13F +9,965 shares

    18.39% of the 13F portfolio, value $34,223,981.

    13F-HR 0002057285-26-000006 filed by Wealth Management Strategies, 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 68,101 shares
    Change vs previous 13F +8,308 shares

    16.89% of the 13F portfolio, value $25,253,266.

    13F-HR 0002057285-25-000002 filed by Wealth Management Strategies, 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/A 59,793 shares
    Change vs previous 13F not available

    18.77% of the 13F portfolio, value $24,541,432.

    13F-HR/A 0002057285-26-000008 filed by Wealth Management Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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