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Whitaker-Myers Wealth Managers, LTD.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on VUG, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 6,335 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,335 shares
    Change vs previous 13F -192 shares

    0.09% of the 13F portfolio, value $570,840.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,527 shares
    Change vs previous 13F +5,447 shares

    0.09% of the 13F portfolio, value $562,243.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,080 shares
    Change vs previous 13F -5 shares

    0.09% of the 13F portfolio, value $471,691.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,085 shares
    Change vs previous 13F -28 shares

    0.11% of the 13F portfolio, value $529,367.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,113 shares
    Change vs previous 13F -1,236 shares

    0.12% of the 13F portfolio, value $533,795.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,349 shares
    Change vs previous 13F -1,431 shares

    0.26% of the 13F portfolio, value $1,029,606.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,780 shares
    Change vs previous 13F -270 shares

    0.39% of the 13F portfolio, value $1,401,881.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,050 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,662,292.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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