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Focus Partners Wealth: VGSR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Focus Partners Wealth on VGSR, newest first. How the timeline and the estimate are built.

Focus Partners Wealth held 3,631,915 VGSR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,631,915 shares
    Change vs previous 13F -256,852 shares

    0.04% of the 13F portfolio, value $41,349,363.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,314,493 shares
    • Focus Partners Advisor Solutions, LLC: 317,422 shares

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

  2. period ended2026-03-31
    13F 3,888,767 shares
    Change vs previous 13F +113,281 shares

    0.04% of the 13F portfolio, value $40,815,906.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,537,057 shares
    • Focus Partners Advisor Solutions, LLC: 351,710 shares

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

  3. period ended2025-12-31
    13F 3,775,486 shares
    Change vs previous 13F +1,974,366 shares

    0.04% of the 13F portfolio, value $39,265,066.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,659,666 shares
    • Focus Partners Advisor Solutions, LLC: 115,820 shares

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

  4. period ended2025-09-30
    13F 1,801,120 shares
    Change vs previous 13F -1,997,886 shares

    0.03% of the 13F portfolio, value $19,131,603.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,405,221 shares
    • Focus Partners Advisor Solutions, LLC: 395,899 shares

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

  5. period ended2025-06-30
    13F 3,799,006 shares
    Change vs previous 13F +1,188,991 shares

    0.07% of the 13F portfolio, value $39,737,603.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,538,128 shares
    • Focus Partners Advisor Solutions, LLC: 260,878 shares

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

  6. period ended2025-03-31
    13F/A 2,610,015 shares
    Change vs previous 13F +2,018,311 shares

    0.06% of the 13F portfolio, value $26,465,563.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,349,653 shares
    • Focus Partners Advisor Solutions, LLC: 260,362 shares

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

  7. period ended2024-12-31
    13F/A 591,704 shares
    Change vs previous 13F +50,759 shares

    0.01% of the 13F portfolio, value $5,988,059.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 323,975 shares
    • Focus Partners Advisor Solutions, LLC: 267,729 shares

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

  8. period ended2024-09-30
    13F 540,945 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,009,927.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 302,178 shares
    • Focus Partners Advisor Solutions, LLC: 238,767 shares

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