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Wiser Advisor Group LLC: VUG position timeline

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

Wiser Advisor Group LLC held 20,624 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,624 shares
    Change vs previous 13F +16,778 shares

    1.95% of the 13F portfolio, value $1,776,585.

    13F-HR 0001420506-26-001840 filed by Wiser Advisor 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 3,846 shares
    Change vs previous 13F -308 shares

    2.03% of the 13F portfolio, value $1,679,756.

    13F-HR 0002011550-26-000002 filed by Wiser Advisor 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 4,154 shares
    Change vs previous 13F -66 shares

    2.32% of the 13F portfolio, value $2,026,361.

    13F-HR 0002011550-26-000001 filed by Wiser Advisor 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 4,220 shares
    Change vs previous 13F -159 shares

    2.52% of the 13F portfolio, value $2,023,935.

    13F-HR 0002011550-25-000006 filed by Wiser Advisor 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 4,379 shares
    Change vs previous 13F -910 shares

    3.34% of the 13F portfolio, value $1,919,827.

    13F-HR 0002011550-25-000004 filed by Wiser Advisor 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 5,289 shares
    Change vs previous 13F -551 shares

    2.9% of the 13F portfolio, value $1,961,328.

    13F-HR 0002011550-25-000003 filed by Wiser Advisor 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 5,840 shares
    Change vs previous 13F +4 shares

    3.49% of the 13F portfolio, value $2,396,898.

    13F-HR 0002011550-25-000001 filed by Wiser Advisor 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 5,836 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $2,240,694.

    13F-HR 0002011550-24-000005 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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