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ANGELES WEALTH MANAGEMENT, LLC: VGK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ANGELES WEALTH MANAGEMENT, LLC on VGK, newest first. How the timeline and the estimate are built.

ANGELES WEALTH MANAGEMENT, LLC held 817,271 VGK shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 817,271 shares
    Change vs previous 13F +36,889 shares

    3.31% of the 13F portfolio, value $72,367,058.

    13F-HR 0001398344-26-012905 filed by ANGELES 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 780,382 shares
    Change vs previous 13F +43,000 shares

    3.5% of the 13F portfolio, value $64,326,920.

    13F-HR 0001398344-26-008459 filed by ANGELES 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 737,382 shares
    Change vs previous 13F -1,169 shares

    3.4% of the 13F portfolio, value $61,652,544.

    13F-HR 0001398344-26-003295 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 737,382 shares

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

  4. period ended2025-09-30
    13F 738,551 shares
    Change vs previous 13F -1,269,210 shares

    1.87% of the 13F portfolio, value $58,936,370.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 39,830 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 698,721 shares

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

  5. period ended2025-06-30
    13F 2,007,761 shares
    Change vs previous 13F -1,171,148 shares

    4.82% of the 13F portfolio, value $155,601,478.

    13F-HR 0001398344-25-014971 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 1,350,015 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 657,746 shares

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

  6. period ended2025-03-31
    13F 3,178,909 shares
    Change vs previous 13F +2,762,002 shares

    7.29% of the 13F portfolio, value $223,191,201.

    13F-HR 0001398344-25-009563 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 2,734,500 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 444,409 shares

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

  7. period ended2024-12-31
    13F 416,907 shares
    Change vs previous 13F -193,097 shares

    2.18% of the 13F portfolio, value $26,461,087.

    13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 416,907 shares

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

  8. period ended2024-09-30
    13F 610,004 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $43,371,284.

    13F-HR 0001398344-24-019597 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 218,000 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 392,004 shares

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