Skip to content
Disclosery

Facet Wealth, Inc.: VSGX position timeline

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

Facet Wealth, Inc. held 313,891 VSGX 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 313,891 shares
    Change vs previous 13F -2,167 shares

    0.37% of the 13F portfolio, value $25,845,794.

    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 316,058 shares
    Change vs previous 13F -2,121 shares

    0.39% of the 13F portfolio, value $22,670,838.

    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 318,179 shares
    Change vs previous 13F +12,308 shares

    0.43% of the 13F portfolio, value $24,455,261.

    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 305,871 shares
    Change vs previous 13F +4,704 shares

    0.44% of the 13F portfolio, value $21,218,295.

    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 301,167 shares
    Change vs previous 13F +7,599 shares

    0.44% of the 13F portfolio, value $19,512,641.

    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 293,568 shares
    Change vs previous 13F -61,287 shares

    0.47% of the 13F portfolio, value $18,277,574.

    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 354,855 shares
    Change vs previous 13F +35,065 shares

    0.55% of the 13F portfolio, value $20,925,816.

    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 319,790 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $18,854,833.

    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).