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Wealthquest Corp: VONG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthquest Corp on VONG, newest first. How the timeline and the estimate are built.

Wealthquest Corp held 525,384 VONG 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 525,384 shares
    Change vs previous 13F -27,418 shares

    4.24% of the 13F portfolio, value $67,149,412.

    13F-HR 0001632968-26-000004 filed by Wealthquest Corp
    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/A 552,802 shares
    Change vs previous 13F -29,471 shares

    4.3% of the 13F portfolio, value $60,636,865.

    13F-HR/A 0001632968-26-000003 filed by Wealthquest Corp
    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 582,273 shares
    Change vs previous 13F -41,469 shares

    5.35% of the 13F portfolio, value $70,891,811.

    13F-HR 0001632968-26-000001 filed by Wealthquest Corp
    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 623,742 shares
    Change vs previous 13F -649,159 shares

    6% of the 13F portfolio, value $75,160,863.

    13F-HR 0001632968-25-000009 filed by Wealthquest Corp
    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 1,272,901 shares
    Change vs previous 13F +18,357 shares

    10.97% of the 13F portfolio, value $139,000,897.

    13F-HR 0001632968-25-000006 filed by Wealthquest Corp
    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/A 1,254,544 shares
    Change vs previous 13F -19,659 shares

    9.72% of the 13F portfolio, value $116,409,154.

    13F-HR/A 0001632968-25-000004 filed by Wealthquest Corp
    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 1,274,203 shares
    Change vs previous 13F +5,815 shares

    10.71% of the 13F portfolio, value $131,625,218.

    13F-HR 0001632968-25-000001 filed by Wealthquest Corp
    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 1,268,388 shares
    Change vs previous 13F not available

    10.64% of the 13F portfolio, value $120,839,384.

    13F-HR 0001632968-24-000004 filed by Wealthquest Corp
    Filed (acceptance time not in the bulk data set), ingested

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