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Disclosery

Dynamic Financial Group: VUG position timeline

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

Dynamic Financial Group held 4,811 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,811 shares
    Change vs previous 13F +4,009 shares

    0.31% of the 13F portfolio, value $414,450.

    13F-HR 0001172661-26-002829 filed by Dynamic Financial Group
    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 802 shares
    Change vs previous 13F +6 shares

    0.29% of the 13F portfolio, value $350,258.

    13F-HR 0001172661-26-001704 filed by Dynamic Financial Group
    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 796 shares
    Change vs previous 13F -398 shares

    0.33% of the 13F portfolio, value $388,284.

    13F-HR 0001172661-26-000302 filed by Dynamic Financial Group
    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 1,194 shares
    Change vs previous 13F -476 shares

    0.5% of the 13F portfolio, value $572,603.

    13F-HR 0001172661-25-004464 filed by Dynamic Financial Group
    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 1,670 shares
    Change vs previous 13F +144 shares

    0.71% of the 13F portfolio, value $732,324.

    13F-HR 0001172661-25-002741 filed by Dynamic Financial Group
    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 1,526 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $565,871.

    13F-HR 0001172661-25-001760 filed by Dynamic Financial Group
    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 1,526 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $626,331.

    13F-HR 0001172661-25-001435 filed by Dynamic Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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