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BENJAMIN EDWARDS INC: VUG position timeline

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

BENJAMIN EDWARDS INC held 137,138 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,138 shares
    Change vs previous 13F +117,009 shares

    0.11% of the 13F portfolio, value $11,813,822.

    13F-HR 0001451623-26-000004 filed by BENJAMIN EDWARDS INC
    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 20,129 shares
    Change vs previous 13F +3,540 shares

    0.09% of the 13F portfolio, value $8,795,648.

    13F-HR 0001451623-26-000003 filed by BENJAMIN EDWARDS INC
    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 16,589 shares
    Change vs previous 13F +2,499 shares

    0.09% of the 13F portfolio, value $8,096,337.

    13F-HR 0001451623-26-000001 filed by BENJAMIN EDWARDS INC
    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 14,090 shares
    Change vs previous 13F +1,498 shares

    0.08% of the 13F portfolio, value $6,760,974.

    13F-HR 0001451623-25-000012 filed by BENJAMIN EDWARDS INC
    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 12,592 shares
    Change vs previous 13F +4,473 shares

    0.07% of the 13F portfolio, value $5,520,494.

    13F-HR 0001445065-25-000007 filed by BENJAMIN EDWARDS INC
    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 8,119 shares
    Change vs previous 13F +1,646 shares

    0.04% of the 13F portfolio, value $3,010,913.

    13F-HR 0001451623-25-000004 filed by BENJAMIN EDWARDS INC
    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 6,473 shares
    Change vs previous 13F +2,904 shares

    0.04% of the 13F portfolio, value $2,659,309.

    13F-HR 0001451623-25-000001 filed by BENJAMIN EDWARDS INC
    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 3,569 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,372,687.

    13F-HR 0001445065-24-000019 filed by BENJAMIN EDWARDS INC
    Filed (acceptance time not in the bulk data set), ingested

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