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Disclosery

Ascent Group, LLC: VUG position timeline

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

Ascent Group, LLC held 63,933 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,933 shares
    Change vs previous 13F +53,134 shares

    0.16% of the 13F portfolio, value $5,507,227.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 10,799 shares
    Change vs previous 13F -363 shares

    0.16% of the 13F portfolio, value $4,717,093.

    13F-HR 0001913231-26-000002 filed by Ascent Group, 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 11,162 shares
    Change vs previous 13F -2,266 shares

    0.19% of the 13F portfolio, value $5,445,708.

    13F-HR 0001913231-26-000001 filed by Ascent Group, 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 13,428 shares
    Change vs previous 13F -10,623 shares

    0.23% of the 13F portfolio, value $6,440,241.

    13F-HR 0001913231-25-000006 filed by Ascent Group, 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 24,051 shares
    Change vs previous 13F -2,463 shares

    0.41% of the 13F portfolio, value $10,544,019.

    13F-HR 0001913231-25-000003 filed by Ascent Group, 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 26,514 shares
    Change vs previous 13F -1,951 shares

    0.42% of the 13F portfolio, value $9,831,979.

    13F-HR 0001913231-25-000002 filed by Ascent Group, 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 28,465 shares
    Change vs previous 13F -4,799 shares

    0.88% of the 13F portfolio, value $11,683,081.

    13F-HR 0001221073-25-000036 filed by Ascent Group, 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 33,264 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $12,771,209.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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