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Disclosery

Cassilly Financial Group LLC: VUG position timeline

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

Cassilly Financial Group LLC held 144,016 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 144,016 shares
    Change vs previous 13F +1,132 shares

    8.72% of the 13F portfolio, value $12,977,271.

    13F-HR 0002090777-26-000007 filed by Cassilly Financial Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 142,884 shares
    Change vs previous 13F +118,876 shares

    8.93% of the 13F portfolio, value $12,308,065.

    13F-HR/A 0002090777-26-000005 filed by Cassilly Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,008 shares
    Change vs previous 13F +784 shares

    9.1% of the 13F portfolio, value $10,486,475.

    13F-HR 0002090777-26-000003 filed by Cassilly Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,224 shares
    Change vs previous 13F not available

    10.02% of the 13F portfolio, value $11,330,134.

    13F-HR 0002090777-26-000002 filed by Cassilly Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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