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Disclosery

Calder Financial LLC: VUG position timeline

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

Calder Financial LLC held 55,893 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,893 shares
    Change vs previous 13F +46,609 shares

    4.54% of the 13F portfolio, value $4,814,591.

    13F-HR 0001754960-26-000408 filed by Calder Financial 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 9,284 shares
    Change vs previous 13F -98 shares

    4.07% of the 13F portfolio, value $4,099,446.

    13F-HR 0001754960-26-000206 filed by Calder Financial 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 9,382 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $4,577,058.

    13F-HR 0001754960-26-000106 filed by Calder Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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