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ANGELES WEALTH MANAGEMENT, LLC: VUG position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 225,686 VUG 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 225,686 shares
    Change vs previous 13F +188,624 shares

    0.5% of the 13F portfolio, value $19,440,555.

    13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 69,537 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 156,149 shares

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

  2. period ended2026-03-31
    13F 37,062 shares
    Change vs previous 13F -2,717 shares

    0.49% of the 13F portfolio, value $16,188,182.

    13F-HR 0001398344-26-008459 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 11,179 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 25,883 shares

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

  3. period ended2025-12-31
    13F 39,779 shares
    Change vs previous 13F -335 shares

    0.59% of the 13F portfolio, value $19,406,583.

    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: 13,844 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 25,935 shares

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

  4. period ended2025-09-30
    13F 40,114 shares
    Change vs previous 13F -8,612 shares

    0.61% of the 13F portfolio, value $19,239,075.

    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: 13,887 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 26,227 shares

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

  5. period ended2025-06-30
    13F 48,726 shares
    Change vs previous 13F +6,895 shares

    0.66% of the 13F portfolio, value $21,361,479.

    13F-HR 0001398344-25-013971 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 22,219 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 26,507 shares

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

  6. period ended2025-03-31
    13F 41,831 shares
    Change vs previous 13F -5,283 shares

    0.51% of the 13F portfolio, value $15,511,772.

    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: 21,990 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 19,841 shares

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

  7. period ended2024-12-31
    13F 47,114 shares
    Change vs previous 13F -6,110 shares

    0.59% of the 13F portfolio, value $19,337,471.

    13F-HR 0001398344-25-002431 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 27,440 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 19,674 shares

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

  8. period ended2024-09-30
    13F 53,224 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $20,434,290.

    13F-HR 0001398344-24-019999 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 33,465 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 19,759 shares

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