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Kestra Advisory Services, LLC: VUG position timeline

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

Kestra Advisory Services, LLC held 4,897,053 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,897,053 shares
    Change vs previous 13F +4,090,837 shares

    0.93% of the 13F portfolio, value $421,832,199.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 1,048,954 shares
    • Kestra Advisory Services, LLC: 3,806,366 shares
    • Kestra Investment Management, LLC: 41,733 shares

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

  2. period ended2026-03-31
    13F 806,216 shares
    Change vs previous 13F +59,080 shares

    0.87% of the 13F portfolio, value $352,146,999.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 169,980 shares
    • Kestra Advisory Services, LLC: 632,054 shares
    • Kestra Investment Management, LLC: 4,182 shares

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

  3. period ended2025-12-31
    13F 747,136 shares
    Change vs previous 13F +73,118 shares

    1% of the 13F portfolio, value $364,497,323.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 166,796 shares
    • Kestra Advisory Services, LLC: 574,349 shares
    • Kestra Investment Management, LLC: 5,991 shares

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

  4. period ended2025-09-30
    13F 674,018 shares
    Change vs previous 13F -4,913 shares

    0.97% of the 13F portfolio, value $323,268,871.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 163,036 shares
    • Kestra Advisory Services, LLC: 505,191 shares
    • Kestra Investment Management, LLC: 5,791 shares

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

  5. period ended2025-06-30
    13F/A 678,931 shares
    Change vs previous 13F +60,406 shares

    0.97% of the 13F portfolio, value $297,643,549.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 165,498 shares
    • Kestra Advisory Services, LLC: 507,886 shares
    • Kestra Investment Management, LLC: 5,547 shares

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

  6. period ended2025-03-31
    13F/A 618,525 shares
    Change vs previous 13F -5,856 shares

    0.77% of the 13F portfolio, value $229,361,440.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 158,506 shares
    • Kestra Advisory Services, LLC: 455,226 shares
    • Kestra Investment Management, LLC: 4,793 shares

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

  7. period ended2024-12-31
    13F 624,381 shares
    Change vs previous 13F +62,779 shares

    0.96% of the 13F portfolio, value $256,270,754.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 155,499 shares
    • Kestra Advisory Services, LLC: 464,960 shares
    • Kestra Investment Management, LLC: 3,922 shares

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

  8. period ended2024-09-30
    13F 561,602 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $215,616,009.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 144,545 shares
    • Kestra Advisory Services, LLC: 414,244 shares
    • Kestra Investment Management, LLC: 2,813 shares

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