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Winthrop Advisory Group LLC: VUG position timeline

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

Winthrop Advisory Group LLC held 132,088 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,088 shares
    Change vs previous 13F +110,002 shares

    0.77% of the 13F portfolio, value $11,378,036.

    13F-HR 0001739043-26-000006 filed by Winthrop 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 22,086 shares
    Change vs previous 13F +4,757 shares

    0.79% of the 13F portfolio, value $9,646,808.

    13F-HR 0001739043-26-000004 filed by Winthrop 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/A 17,329 shares
    Change vs previous 13F -2,501 shares

    0.72% of the 13F portfolio, value $8,454,210.

    13F-HR/A 0001739043-26-000003 filed by Winthrop 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 19,830 shares
    Change vs previous 13F +356 shares

    0.83% of the 13F portfolio, value $9,520,605.

    13F-HR 0001739043-25-000007 filed by Winthrop 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 19,474 shares
    Change vs previous 13F +16,616 shares

    0.82% of the 13F portfolio, value $8,547,402.

    13F-HR 0001739043-25-000004 filed by Winthrop 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 2,858 shares
    Change vs previous 13F +8 shares

    0.13% of the 13F portfolio, value $1,059,681.

    13F-HR 0001739043-25-000003 filed by Winthrop 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 2,850 shares
    Change vs previous 13F +192 shares

    0.14% of the 13F portfolio, value $1,169,562.

    13F-HR 0001739043-25-000002 filed by Winthrop 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 2,658 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,020,313.

    13F-HR 0001739043-24-000009 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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