Skip to content
Disclosery

Wealthspire Advisors, LLC: VUG position timeline

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

Wealthspire Advisors, LLC held 4,415,332 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,415,332 shares
    Change vs previous 13F +3,737,983 shares

    2.09% of the 13F portfolio, value $380,336,689.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 677,349 shares
    Change vs previous 13F +77,422 shares

    2.32% of the 13F portfolio, value $295,859,385.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 599,927 shares
    Change vs previous 13F -322,957 shares

    2.33% of the 13F portfolio, value $292,680,584.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 922,884 shares
    Change vs previous 13F +25,908 shares

    2.31% of the 13F portfolio, value $442,624,826.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 896,976 shares
    Change vs previous 13F -22,580 shares

    2.21% of the 13F portfolio, value $393,234,130.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 919,556 shares
    Change vs previous 13F +463,025 shares

    2.04% of the 13F portfolio, value $340,989,710.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 456,531 shares
    Change vs previous 13F +110,806 shares

    1.86% of the 13F portfolio, value $187,378,682.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 345,725 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $132,734,220.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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