Skip to content
Disclosery

Wells Financial Advisors INC: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wells Financial Advisors INC on VGIT, newest first. How the timeline and the estimate are built.

Wells Financial Advisors INC held 7,190 VGIT 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 7,190 shares
    Change vs previous 13F -5,740 shares

    3.94% of the 13F portfolio, value $424,066.

    13F-HR 0001844454-26-000004 filed by Wells Financial Advisors 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 12,930 shares
    Change vs previous 13F -6,640 shares

    3.5% of the 13F portfolio, value $769,982.

    13F-HR 0001844454-26-000003 filed by Wells Financial Advisors 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 19,570 shares
    Change vs previous 13F -6,404 shares

    2.23% of the 13F portfolio, value $1,172,830.

    13F-HR 0001844454-26-000001 filed by Wells Financial Advisors 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 25,974 shares
    Change vs previous 13F -960 shares

    2.09% of the 13F portfolio, value $1,559,219.

    13F-HR 0001844454-25-000007 filed by Wells Financial Advisors 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 26,934 shares
    Change vs previous 13F -2,694 shares

    2.21% of the 13F portfolio, value $1,610,923.

    13F-HR 0001844454-25-000005 filed by Wells Financial Advisors 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 29,628 shares
    Change vs previous 13F -243 shares

    2.43% of the 13F portfolio, value $1,759,903.

    13F-HR 0001844454-25-000004 filed by Wells Financial Advisors 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 29,871 shares
    Change vs previous 13F +4,257 shares

    2.36% of the 13F portfolio, value $1,732,518.

    13F-HR 0001844454-25-000002 filed by Wells Financial Advisors 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 25,614 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $1,547,598.

    13F-HR 0001844454-24-000006 filed by Wells Financial Advisors INC
    Filed (acceptance time not in the bulk data set), ingested

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