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Disclosery

Beacon Financial Advisory LLC: VUG position timeline

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

Beacon Financial Advisory LLC held 15,321 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,321 shares
    Change vs previous 13F +12,677 shares

    0.26% of the 13F portfolio, value $1,319,781.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory LLC
    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 2,644 shares
    Change vs previous 13F -100 shares

    0.26% of the 13F portfolio, value $1,154,955.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory LLC
    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 2,744 shares
    Change vs previous 13F +124 shares

    0.31% of the 13F portfolio, value $1,338,491.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,620 shares
    Change vs previous 13F +52 shares

    0.29% of the 13F portfolio, value $1,256,667.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,568 shares
    Change vs previous 13F -522 shares

    0.29% of the 13F portfolio, value $1,125,745.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,090 shares
    Change vs previous 13F +497 shares

    0.35% of the 13F portfolio, value $1,145,683.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory LLC
    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 2,593 shares
    Change vs previous 13F +226 shares

    0.35% of the 13F portfolio, value $1,064,110.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,367 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $908,835.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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