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Disclosery

Allegheny Financial Group: VUG position timeline

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

Allegheny Financial Group held 51,725 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,725 shares
    Change vs previous 13F +43,735 shares

    0.47% of the 13F portfolio, value $4,455,610.

    13F-HR 0001844148-26-000003 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 7,990 shares
    Change vs previous 13F +324 shares

    0.47% of the 13F portfolio, value $3,490,171.

    13F-HR 0001844148-26-000002 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 7,666 shares
    Change vs previous 13F +2,156 shares

    0.55% of the 13F portfolio, value $3,740,392.

    13F-HR 0001844148-26-000001 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,510 shares
    Change vs previous 13F +1,140 shares

    0.49% of the 13F portfolio, value $2,642,979.

    13F-HR 0001844148-25-000003 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,370 shares
    Change vs previous 13F +482 shares

    0.43% of the 13F portfolio, value $1,915,903.

    13F-HR 0001085146-25-005018 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,888 shares
    Change vs previous 13F -440 shares

    0.37% of the 13F portfolio, value $1,442,011.

    13F-HR 0001085146-25-003057 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 4,328 shares
    Change vs previous 13F +362 shares

    0.46% of the 13F portfolio, value $1,776,571.

    13F-HR 0001085146-25-001470 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,966 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,522,831.

    13F-HR 0001172661-24-005142 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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