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Weinberger Asset Management, Inc: VUG position timeline

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

Weinberger Asset Management, Inc held 99,821 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,821 shares
    Change vs previous 13F +83,816 shares

    2.73% of the 13F portfolio, value $8,504,777.

    13F-HR 0002051705-26-000007 filed by Weinberger Asset Management, 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 16,005 shares
    Change vs previous 13F -144 shares

    2.62% of the 13F portfolio, value $6,990,707.

    13F-HR 0002051705-26-000005 filed by Weinberger Asset Management, 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 16,149 shares
    Change vs previous 13F -435 shares

    2.84% of the 13F portfolio, value $7,878,390.

    13F-HR 0002051705-26-000002 filed by Weinberger Asset Management, 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 16,584 shares
    Change vs previous 13F -714 shares

    2.88% of the 13F portfolio, value $7,953,806.

    13F-HR 0002051705-25-000003 filed by Weinberger Asset Management, 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 17,298 shares
    Change vs previous 13F +106 shares

    2.93% of the 13F portfolio, value $7,583,539.

    13F-HR 0001085146-25-003719 filed by Weinberger Asset Management, 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 17,192 shares
    Change vs previous 13F -214 shares

    2.73% of the 13F portfolio, value $6,375,049.

    13F-HR 0001085146-25-001928 filed by Weinberger Asset Management, 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 17,406 shares
    Change vs previous 13F +588 shares

    2.98% of the 13F portfolio, value $7,143,933.

    13F-HR 0001085146-25-000761 filed by Weinberger Asset Management, Inc
    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 16,818 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $6,457,091.

    13F-HR 0001085146-25-000760 filed by Weinberger Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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