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Werba Rubin Papier Wealth Management: VUG position timeline

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

Werba Rubin Papier Wealth Management held 296,253 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 296,253 shares
    Change vs previous 13F +250,757 shares

    3.1% of the 13F portfolio, value $25,519,228.

    13F-HR 0001971029-26-000003 filed by Werba Rubin Papier Wealth Management
    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 45,496 shares
    Change vs previous 13F +2,121 shares

    2.77% of the 13F portfolio, value $19,872,023.

    13F-HR 0001971029-26-000002 filed by Werba Rubin Papier Wealth Management
    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 43,375 shares
    Change vs previous 13F +1,048 shares

    5.73% of the 13F portfolio, value $21,160,864.

    13F-HR 0001971029-26-000001 filed by Werba Rubin Papier Wealth Management
    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 42,327 shares
    Change vs previous 13F +956 shares

    3.28% of the 13F portfolio, value $20,300,406.

    13F-HR 0001754960-25-000747 filed by Werba Rubin Papier Wealth Management
    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 41,371 shares
    Change vs previous 13F +1,449 shares

    3.41% of the 13F portfolio, value $18,137,021.

    13F-HR 0001754960-25-000495 filed by Werba Rubin Papier Wealth Management
    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 39,922 shares
    Change vs previous 13F +2,639 shares

    3.22% of the 13F portfolio, value $14,803,736.

    13F-HR 0001754960-25-000282 filed by Werba Rubin Papier Wealth Management
    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 37,283 shares
    Change vs previous 13F -1,526 shares

    3.61% of the 13F portfolio, value $15,302,304.

    13F-HR 0001754960-25-000092 filed by Werba Rubin Papier Wealth Management
    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 38,809 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $14,900,123.

    13F-HR 0001754960-24-000512 filed by Werba Rubin Papier Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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