Skip to content
Disclosery

Advisor OS, LLC: VUG position timeline

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

Advisor OS, LLC held 51,109 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 51,109 shares
    Change vs previous 13F +43,292 shares

    0.29% of the 13F portfolio, value $4,402,446.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 7,817 shares
    Change vs previous 13F +57 shares

    0.25% of the 13F portfolio, value $3,414,209.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 7,760 shares
    Change vs previous 13F +187 shares

    0.3% of the 13F portfolio, value $3,785,433.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 7,573 shares
    Change vs previous 13F +18 shares

    0.31% of the 13F portfolio, value $3,631,750.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 7,555 shares
    Change vs previous 13F -185 shares

    0.33% of the 13F portfolio, value $3,312,072.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 7,740 shares
    Change vs previous 13F +68 shares

    0.33% of the 13F portfolio, value $2,870,096.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 7,672 shares
    Change vs previous 13F +1,153 shares

    0.36% of the 13F portfolio, value $3,148,904.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 6,519 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,502,836.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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