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Wealthcare Advisory Partners LLC: VUG position timeline

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

Wealthcare Advisory Partners LLC held 108,075 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,075 shares
    Change vs previous 13F +87,856 shares

    0.17% of the 13F portfolio, value $9,309,602.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 105,700 shares
    • Wealthcare Capital Partners, LLC: 2,375 shares

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

  2. period ended2026-03-31
    13F 20,219 shares
    Change vs previous 13F -15,801 shares

    0.16% of the 13F portfolio, value $8,831,330.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 19,754 shares
    • Wealthcare Capital Partners, LLC: 465 shares

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

  3. period ended2025-12-31
    13F 36,020 shares
    Change vs previous 13F -255 shares

    0.33% of the 13F portfolio, value $17,572,760.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 35,487 shares
    • Wealthcare Capital Partners, LLC: 533 shares

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

  4. period ended2025-09-30
    13F 36,275 shares
    Change vs previous 13F +427 shares

    0.35% of the 13F portfolio, value $17,397,955.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 35,664 shares
    • Wealthcare Capital Partners, LLC: 611 shares

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

  5. period ended2025-06-30
    13F 35,848 shares
    Change vs previous 13F +7,335 shares

    0.34% of the 13F portfolio, value $15,715,750.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 35,128 shares
    • Wealthcare Capital Partners, LLC: 720 shares

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

  6. period ended2025-03-31
    13F 28,513 shares
    Change vs previous 13F -348 shares

    0.27% of the 13F portfolio, value $10,573,349.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 27,652 shares
    • Wealthcare Capital Partners, LLC: 861 shares

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

  7. period ended2024-12-31
    13F 28,861 shares
    Change vs previous 13F +2,030 shares

    0.31% of the 13F portfolio, value $11,845,826.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 28,083 shares
    • Wealthcare Capital Partners, LLC: 778 shares

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

  8. period ended2024-09-30
    13F 26,831 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $10,301,142.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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