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Facet Wealth, Inc.: VGSH position timeline

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

Facet Wealth, Inc. held 601,790 VGSH 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 601,790 shares
    Change vs previous 13F -4,168 shares

    0.5% of the 13F portfolio, value $35,024,205.

    13F-HR 0001748271-26-000004 filed by Facet Wealth, 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 605,958 shares
    Change vs previous 13F +48,067 shares

    0.61% of the 13F portfolio, value $35,472,752.

    13F-HR 0001748271-26-000003 filed by Facet Wealth, 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 557,891 shares
    Change vs previous 13F +28,818 shares

    0.58% of the 13F portfolio, value $32,792,842.

    13F-HR 0001748271-26-000001 filed by Facet Wealth, 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 529,073 shares
    Change vs previous 13F +6,546 shares

    0.64% of the 13F portfolio, value $31,135,968.

    13F-HR 0001748271-25-000013 filed by Facet Wealth, 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 522,527 shares
    Change vs previous 13F +26,136 shares

    0.7% of the 13F portfolio, value $30,593,949.

    13F-HR 0001748271-25-000006 filed by Facet Wealth, 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 496,391 shares
    Change vs previous 13F -15,246 shares

    0.75% of the 13F portfolio, value $29,063,689.

    13F-HR 0001748271-25-000004 filed by Facet Wealth, 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 511,637 shares
    Change vs previous 13F +28,663 shares

    0.79% of the 13F portfolio, value $29,767,059.

    13F-HR 0001748271-25-000002 filed by Facet Wealth, 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 482,974 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $28,123,558.

    13F-HR 0001748271-24-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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