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Woodside Wealth Management LLC: VUG position timeline

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

Woodside Wealth Management LLC held 126,264 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,264 shares
    Change vs previous 13F +105,030 shares

    7.58% of the 13F portfolio, value $10,876,410.

    13F-HR 0001214659-26-008869 filed by Woodside Wealth Management 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 21,234 shares
    Change vs previous 13F -1,059 shares

    7.25% of the 13F portfolio, value $9,274,799.

    13F-HR 0001214659-26-004566 filed by Woodside Wealth Management 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 22,293 shares
    Change vs previous 13F +318 shares

    8.12% of the 13F portfolio, value $10,875,863.

    13F-HR 0002064883-26-000001 filed by Woodside Wealth Management 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 21,975 shares
    Change vs previous 13F +240 shares

    8.31% of the 13F portfolio, value $10,539,430.

    13F-HR 0002064883-25-000003 filed by Woodside Wealth Management 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 21,735 shares
    Change vs previous 13F +185 shares

    8.2% of the 13F portfolio, value $9,528,624.

    13F-HR 0002064883-25-000002 filed by Woodside Wealth Management 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 21,550 shares
    Change vs previous 13F not available

    7.41% of the 13F portfolio, value $7,991,171.

    13F-HR 0002064883-25-000001 filed by Woodside Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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