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Xcelsior Advisor Partners LLC: VUG position timeline

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

Xcelsior Advisor Partners LLC held 53,165 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,165 shares
    Change vs previous 13F +45,070 shares

    0.6% of the 13F portfolio, value $4,579,652.

    13F-HR 0001420506-26-001781 filed by Xcelsior Advisor Partners 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 8,095 shares
    Change vs previous 13F +1,879 shares

    1.35% of the 13F portfolio, value $3,535,815.

    13F-HR 0001986152-26-000087 filed by Xcelsior Advisor Partners 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 6,216 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $3,032,538.

    13F-HR 0001986152-26-000034 filed by Xcelsior Advisor Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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