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Wescott Financial Advisory Group, LLC: VUG position timeline

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

Wescott Financial Advisory Group, LLC held 68,447 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,447 shares
    Change vs previous 13F +57,314 shares

    0.46% of the 13F portfolio, value $5,896,067.

    13F-HR 0001172661-26-003047 filed by Wescott Financial Advisory Group, 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 11,133 shares
    Change vs previous 13F -661 shares

    0.43% of the 13F portfolio, value $4,862,928.

    13F-HR 0001172661-26-001689 filed by Wescott Financial Advisory Group, 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 11,794 shares
    Change vs previous 13F -2,119 shares

    0.5% of the 13F portfolio, value $5,754,050.

    13F-HR 0001172661-26-000655 filed by Wescott Financial Advisory Group, 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 13,913 shares
    Change vs previous 13F -351 shares

    0.6% of the 13F portfolio, value $6,672,705.

    13F-HR 0001172661-25-004588 filed by Wescott Financial Advisory Group, 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 14,264 shares
    Change vs previous 13F -2,160 shares

    0.6% of the 13F portfolio, value $6,253,406.

    13F-HR 0001172661-25-003022 filed by Wescott Financial Advisory Group, 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 16,424 shares
    Change vs previous 13F -1,521 shares

    0.63% of the 13F portfolio, value $6,090,158.

    13F-HR 0001172661-25-001836 filed by Wescott Financial Advisory Group, 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 17,945 shares
    Change vs previous 13F -1,367 shares

    0.76% of the 13F portfolio, value $7,365,331.

    13F-HR 0001172661-25-000710 filed by Wescott Financial Advisory Group, 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 19,312 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $7,414,353.

    13F-HR 0001172661-24-004582 filed by Wescott Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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