Skip to content
Disclosery

White Lighthouse Investment Management Inc.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White Lighthouse Investment Management Inc. on VUG, newest first. How the timeline and the estimate are built.

White Lighthouse Investment Management Inc. held 1,544,459 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,544,459 shares
    Change vs previous 13F +1,296,438 shares

    16.58% of the 13F portfolio, value $133,039,677.

    13F-HR 0001727593-26-000007 filed by White Lighthouse Investment Management 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 248,021 shares
    Change vs previous 13F +7,811 shares

    15.03% of the 13F portfolio, value $108,333,190.

    13F-HR 0001727593-26-000006 filed by White Lighthouse Investment Management 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 240,210 shares
    Change vs previous 13F +2,054 shares

    16.36% of the 13F portfolio, value $117,188,949.

    13F-HR 0001727593-26-000005 filed by White Lighthouse Investment Management 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 238,156 shares
    Change vs previous 13F -3,571 shares

    17.41% of the 13F portfolio, value $114,222,050.

    13F-HR 0001727593-25-000002 filed by White Lighthouse Investment Management 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 241,727 shares
    Change vs previous 13F +8,313 shares

    17.24% of the 13F portfolio, value $105,972,905.

    13F-HR 0001085146-25-004334 filed by White Lighthouse Investment Management 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 233,414 shares
    Change vs previous 13F -1,169 shares

    15.46% of the 13F portfolio, value $86,554,662.

    13F-HR 0001085146-25-002958 filed by White Lighthouse Investment Management 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 234,583 shares
    Change vs previous 13F -749 shares

    16.92% of the 13F portfolio, value $96,282,202.

    13F-HR 0001085146-25-000747 filed by White Lighthouse Investment Management 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 235,332 shares
    Change vs previous 13F not available

    16.2% of the 13F portfolio, value $90,286,667.

    13F-HR 0001085146-24-005238 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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