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Disclosery

WealthShield Partners, LLC: VUG position timeline

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

WealthShield Partners, LLC held 100,729 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,729 shares
    Change vs previous 13F +82,692 shares

    1.33% of the 13F portfolio, value $8,676,819.

    13F-HR 0001398344-26-014166 filed by WealthShield 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 18,037 shares
    Change vs previous 13F +309 shares

    0.88% of the 13F portfolio, value $7,878,497.

    13F-HR 0001398344-26-008094 filed by WealthShield 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 17,728 shares
    Change vs previous 13F -318 shares

    0.95% of the 13F portfolio, value $8,648,888.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 18,046 shares
    Change vs previous 13F +166 shares

    0.98% of the 13F portfolio, value $8,655,098.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 17,880 shares
    Change vs previous 13F +787 shares

    0.95% of the 13F portfolio, value $7,838,632.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 17,093 shares
    Change vs previous 13F +1,150 shares

    0.82% of the 13F portfolio, value $6,338,494.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, 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 15,943 shares
    Change vs previous 13F -255 shares

    0.93% of the 13F portfolio, value $6,543,671.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, 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 16,198 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $6,218,916.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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