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Stratos Wealth Partners, LTD.: VUG position timeline

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

Stratos Wealth Partners, LTD. held 870,101 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 870,101 shares
    Change vs previous 13F +723,609 shares

    0.52% of the 13F portfolio, value $74,950,654.

    13F-HR 0001707206-26-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 381,162 shares
    • Stratos Wealth Advisors, LLC: 29,724 shares
    • Stratos Investment Management, LLC: 459,215 shares

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

  2. period ended2026-03-31
    13F 146,492 shares
    Change vs previous 13F -1,749 shares

    0.5% of the 13F portfolio, value $63,986,733.

    13F-HR 0001707206-26-000002 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 60,500 shares
    • Stratos Wealth Advisors, LLC: 4,940 shares
    • Stratos Investment Management, LLC: 81,052 shares

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

  3. period ended2025-12-31
    13F 148,241 shares
    Change vs previous 13F -49,671 shares

    0.54% of the 13F portfolio, value $72,321,747.

    13F-HR 0001707206-26-000001 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 60,886 shares
    • Stratos Wealth Advisors, LLC: 4,881 shares
    • Stratos Investment Management, LLC: 82,474 shares

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

  4. period ended2025-09-30
    13F 197,912 shares
    Change vs previous 13F +3,520 shares

    0.73% of the 13F portfolio, value $94,921,475.

    13F-HR 0001707206-25-000004 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 57,417 shares
    • Stratos Wealth Advisors, LLC: 57,020 shares
    • Stratos Investment Management, LLC: 83,475 shares

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

  5. period ended2025-06-30
    13F 194,392 shares
    Change vs previous 13F +12,642 shares

    0.74% of the 13F portfolio, value $85,222,014.

    13F-HR 0001085146-25-004227 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 49,859 shares
    • Stratos Wealth Advisors, LLC: 58,896 shares
    • Stratos Investment Management, LLC: 85,637 shares

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

  6. period ended2025-03-31
    13F 181,750 shares
    Change vs previous 13F -4,923 shares

    0.66% of the 13F portfolio, value $67,397,083.

    13F-HR 0001085146-25-002481 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 42,643 shares
    • Stratos Wealth Advisors, LLC: 59,163 shares
    • Stratos Investment Management, LLC: 79,944 shares

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

  7. period ended2024-12-31
    13F 186,673 shares
    Change vs previous 13F -6,074 shares

    0.71% of the 13F portfolio, value $76,618,962.

    13F-HR 0001085146-25-000499 filed by Stratos Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 40,744 shares
    • Stratos Wealth Advisors, LLC: 64,406 shares
    • Stratos Investment Management, LLC: 81,523 shares

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

  8. period ended2024-09-30
    13F 192,747 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $74,002,042.

    13F-HR 0001085146-24-004983 filed by Stratos Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 38,310 shares
    • Stratos Wealth Advisors, LLC: 84,880 shares
    • Stratos Investment Management, LLC: 69,557 shares

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