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Ascentis Wealth Management, LLC: VUG position timeline

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

Ascentis Wealth Management, LLC held 8,351 VUG shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 8,351 shares
    Change vs previous 13F -59 shares

    0.1% of the 13F portfolio, value $719,362.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 306 shares
    • Ascentis Wealth Management, LLC: 8,045 shares

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

  2. period ended2026-03-31
    13F 8,410 shares
    Change vs previous 13F +2,286 shares

    0.2% of the 13F portfolio, value $3,673,712.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,133 shares
    • Ascentis Wealth Management, LLC: 277 shares

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

  3. period ended2025-12-31
    13F 6,124 shares
    Change vs previous 13F +499 shares

    0.29% of the 13F portfolio, value $2,987,511.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,493 shares
    • Ascentis Wealth Management, LLC: 631 shares

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

  4. period ended2025-09-30
    13F 5,625 shares
    Change vs previous 13F +636 shares

    0.25% of the 13F portfolio, value $2,697,652.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 5,006 shares
    • Ascentis Wealth Management, LLC: 619 shares

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

  5. period ended2025-06-30
    13F 4,989 shares
    Change vs previous 13F -548 shares

    0.23% of the 13F portfolio, value $2,186,606.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,847 shares
    • Ascentis Wealth Management, LLC: 142 shares

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

  6. period ended2025-03-31
    13F 5,537 shares
    Change vs previous 13F +2,562 shares

    0.25% of the 13F portfolio, value $2,054,988.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,984 shares
    • Ascentis Wealth Management, LLC: 553 shares

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

  7. period ended2024-12-31
    13F 2,975 shares
    Change vs previous 13F +58 shares

    0.14% of the 13F portfolio, value $1,221,114.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,627 shares
    • Ascentis Wealth Management, LLC: 348 shares

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

  8. period ended2024-09-30
    13F/A 2,917 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,119,842.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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