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Disclosery

DiPaolo Financial Group, Inc.: VUG position timeline

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

DiPaolo Financial Group, Inc. held 276,073 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 276,073 shares
    Change vs previous 13F +232,284 shares

    15.54% of the 13F portfolio, value $23,780,952.

    13F-HR 0002085853-26-000674 filed by DiPaolo Financial Group, 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 43,789 shares
    Change vs previous 13F +9,146 shares

    13.92% of the 13F portfolio, value $19,126,430.

    13F-HR 0002085853-26-000484 filed by DiPaolo Financial Group, 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 34,643 shares
    Change vs previous 13F not available

    17.99% of the 13F portfolio, value $16,900,746.

    13F-HR 0002085853-26-000284 filed by DiPaolo Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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