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Wells Financial Advisors INC: VUG position timeline

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

Wells Financial Advisors INC held 5,292 VUG 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 5,292 shares
    Change vs previous 13F -1,106 shares

    4.23% of the 13F portfolio, value $455,853.

    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 6,398 shares
    Change vs previous 13F -5,733 shares

    12.71% of the 13F portfolio, value $2,794,582.

    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 12,131 shares
    Change vs previous 13F -6,586 shares

    11.25% of the 13F portfolio, value $5,918,230.

    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 18,717 shares
    Change vs previous 13F -541 shares

    12.01% of the 13F portfolio, value $8,976,754.

    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 19,258 shares
    Change vs previous 13F -1,281 shares

    11.6% of the 13F portfolio, value $8,442,610.

    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 20,539 shares
    Change vs previous 13F +618 shares

    10.5% of the 13F portfolio, value $7,616,190.

    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 19,921 shares
    Change vs previous 13F +44 shares

    11.14% of the 13F portfolio, value $8,176,284.

    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 19,877 shares
    Change vs previous 13F not available

    10.31% of the 13F portfolio, value $7,631,291.

    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).