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Disclosery

CWM, LLC: VUG position timeline

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

CWM, LLC held 653,482 VUG shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 653,482 shares
    Change vs previous 13F +9,905 shares

    0.75% of the 13F portfolio, value $285,434,375.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 643,577 shares
    Change vs previous 13F +124,594 shares

    0.85% of the 13F portfolio, value $313,976,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 518,983 shares
    Change vs previous 13F -13,207 shares

    0.75% of the 13F portfolio, value $248,910,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 532,190 shares
    Change vs previous 13F +55 shares

    0.82% of the 13F portfolio, value $233,312,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 532,135 shares
    Change vs previous 13F +103,316 shares

    0.79% of the 13F portfolio, value $197,326,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 428,819 shares
    Change vs previous 13F +2,691 shares

    0.73% of the 13F portfolio, value $176,005,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 426,128 shares
    Change vs previous 13F -5,995 shares

    0.7% of the 13F portfolio, value $163,603,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 432,123 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $161,618,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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