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Disclosery

Wheelhouse Advisory Group LLC: VUG position timeline

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

Wheelhouse Advisory Group LLC held 4,055 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 4,055 shares
    Change vs previous 13F +3,441 shares

    0.1% of the 13F portfolio, value $349,337.

    13F-HR 0001998946-26-000003 filed by Wheelhouse 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 614 shares
    Change vs previous 13F -48 shares

    0.09% of the 13F portfolio, value $268,157.

    13F-HR 0001998946-26-000002 filed by Wheelhouse 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 662 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $325,910.

    13F-HR 0001998946-26-000001 filed by Wheelhouse Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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