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Disclosery

DDFG, Inc: VUG position timeline

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

DDFG, Inc held 201,735 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,735 shares
    Change vs previous 13F +167,668 shares

    3.45% of the 13F portfolio, value $17,377,419.

    13F-HR 0001967640-26-000005 filed by DDFG, Inc
    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 34,067 shares
    Change vs previous 13F -328 shares

    3.21% of the 13F portfolio, value $14,879,937.

    13F-HR 0001967640-26-000004 filed by DDFG, Inc
    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 34,395 shares
    Change vs previous 13F -2,608 shares

    3.67% of the 13F portfolio, value $16,779,995.

    13F-HR 0001967640-26-000001 filed by DDFG, Inc
    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 37,003 shares
    Change vs previous 13F -669 shares

    4.1% of the 13F portfolio, value $17,746,947.

    13F-HR 0001967640-25-000003 filed by DDFG, Inc
    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 37,672 shares
    Change vs previous 13F +2,001 shares

    4.15% of the 13F portfolio, value $16,515,497.

    13F-HR 0001765380-25-000289 filed by DDFG, Inc
    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 35,671 shares
    Change vs previous 13F -1,926 shares

    3.67% of the 13F portfolio, value $13,227,599.

    13F-HR 0001765380-25-000225 filed by DDFG, Inc
    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 37,597 shares
    Change vs previous 13F -173 shares

    4.45% of the 13F portfolio, value $15,431,474.

    13F-HR 0001765380-25-000053 filed by DDFG, Inc
    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 37,770 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $14,501,054.

    13F-HR 0001765380-24-000415 filed by DDFG, Inc
    Filed (acceptance time not in the bulk data set), ingested

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