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CARY STREET PARTNERS ASSET MANAGEMENT LLC: VUG position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 1,379,712 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,379,712 shares
    Change vs previous 13F +1,132,389 shares

    2.31% of the 13F portfolio, value $117,058,158.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 1,325,972 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 53,740 shares

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

  2. period ended2026-03-31
    13F 247,323 shares
    Change vs previous 13F +11,367 shares

    2.23% of the 13F portfolio, value $98,865,036.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 240,589 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,734 shares

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

  3. period ended2025-12-31
    13F 235,956 shares
    Change vs previous 13F +1,861 shares

    2.38% of the 13F portfolio, value $104,876,258.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 231,026 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,930 shares

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

  4. period ended2025-09-30
    13F 234,095 shares
    Change vs previous 13F +4,584 shares

    2.5% of the 13F portfolio, value $102,210,612.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 233,808 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 287 shares

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

  5. period ended2025-06-30
    13F 229,511 shares
    Change vs previous 13F +8,280 shares

    2.43% of the 13F portfolio, value $91,419,596.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 229,222 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 289 shares

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

  6. period ended2025-03-31
    13F 221,231 shares
    Change vs previous 13F +27,706 shares

    2.23% of the 13F portfolio, value $74,260,439.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 220,877 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 354 shares

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

  7. period ended2024-12-31
    13F 193,525 shares
    Change vs previous 13F +46,751 shares

    2.19% of the 13F portfolio, value $70,821,025.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 193,439 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 86 shares

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

  8. period ended2024-09-30
    13F 146,774 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $48,299,052.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 146,774 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 54,364 shares (included in another member's report, not added)

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