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WEALTHSPAN PARTNERS, LLC: VUG position timeline

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

WEALTHSPAN PARTNERS, LLC held 454,623 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 454,623 shares
    Change vs previous 13F +379,232 shares

    12.34% of the 13F portfolio, value $39,161,203.

    13F-HR 0001951757-26-001132 filed by WEALTHSPAN 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 75,391 shares
    Change vs previous 13F -364 shares

    11.6% of the 13F portfolio, value $32,929,869.

    13F-HR 0001951757-26-000526 filed by WEALTHSPAN 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 75,755 shares
    Change vs previous 13F -3,084 shares

    13.45% of the 13F portfolio, value $36,957,954.

    13F-HR 0001951757-26-000313 filed by WEALTHSPAN 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 78,839 shares
    Change vs previous 13F -1,422 shares

    14.56% of the 13F portfolio, value $37,812,018.

    13F-HR 0001951757-25-001242 filed by WEALTHSPAN 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 80,261 shares
    Change vs previous 13F +265 shares

    14.6% of the 13F portfolio, value $35,186,566.

    13F-HR 0001951757-25-000976 filed by WEALTHSPAN 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 79,996 shares
    Change vs previous 13F -72 shares

    13.7% of the 13F portfolio, value $29,664,203.

    13F-HR 0001951757-25-000383 filed by WEALTHSPAN 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 80,068 shares
    Change vs previous 13F +957 shares

    15.7% of the 13F portfolio, value $32,862,935.

    13F-HR 0001951757-25-000130 filed by WEALTHSPAN 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 79,111 shares
    Change vs previous 13F not available

    14.99% of the 13F portfolio, value $30,372,959.

    13F-HR 0001951757-24-001168 filed by WEALTHSPAN PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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