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Disclosery

Gradient Investments LLC: VUG position timeline

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

Gradient Investments LLC held 10,347 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,347 shares
    Change vs previous 13F -2,414 shares

    0.01% of the 13F portfolio, value $932,391.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,761 shares
    Change vs previous 13F +11,127 shares

    0.02% of the 13F portfolio, value $1,099,211.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,634 shares
    Change vs previous 13F +203 shares

    0.01% of the 13F portfolio, value $713,809.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,431 shares
    Change vs previous 13F +44 shares

    0.01% of the 13F portfolio, value $698,207.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,387 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $665,247.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,342 shares
    Change vs previous 13F +406 shares

    0.01% of the 13F portfolio, value $588,333.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 936 shares
    Change vs previous 13F +201 shares

    0.01% of the 13F portfolio, value $347,088.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 735 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $301,673.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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