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Diversify Advisory Services, LLC: VUG position timeline

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

Diversify Advisory Services, LLC held 108,424 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,424 shares
    Change vs previous 13F +55,714 shares

    0.08% of the 13F portfolio, value $9,040,342.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 54,212 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 54,212 shares

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

  2. period ended2026-03-31
    13F 52,710 shares
    Change vs previous 13F +43,960 shares

    0.08% of the 13F portfolio, value $4,358,040.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 52,710 shares

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

  3. period ended2025-12-31
    13F 8,750 shares
    Change vs previous 13F -75 shares

    0.08% of the 13F portfolio, value $4,262,514.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,776 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,974 shares

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

  4. period ended2025-09-30
    13F 8,825 shares
    Change vs previous 13F +1,007 shares

    0.09% of the 13F portfolio, value $4,428,653.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,929 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,896 shares

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

  5. period ended2025-06-30
    13F 7,818 shares
    Change vs previous 13F +161 shares

    0.09% of the 13F portfolio, value $3,619,426.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,922 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,896 shares

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

  6. period ended2025-03-31
    13F 7,657 shares
    Change vs previous 13F -6 shares

    0.1% of the 13F portfolio, value $2,900,247.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,764 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,893 shares

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

  7. period ended2024-12-31
    13F 7,663 shares
    Change vs previous 13F +2,682 shares

    0.1% of the 13F portfolio, value $3,121,396.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,020 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,643 shares

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

  8. period ended2024-09-30
    13F 4,981 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,954,887.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,816 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 1,165 shares

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