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Disclosery

Facet Wealth, Inc.: VUG position timeline

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

Facet Wealth, Inc. held 222,105 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 222,105 shares
    Change vs previous 13F +186,444 shares

    0.27% of the 13F portfolio, value $19,132,161.

    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 35,661 shares
    Change vs previous 13F +9,067 shares

    0.27% of the 13F portfolio, value $15,576,550.

    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 26,594 shares
    Change vs previous 13F +666 shares

    0.23% of the 13F portfolio, value $13,021,281.

    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 25,928 shares
    Change vs previous 13F -576 shares

    0.26% of the 13F portfolio, value $12,435,210.

    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 26,504 shares
    Change vs previous 13F -748 shares

    0.27% of the 13F portfolio, value $12,064,252.

    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 27,252 shares
    Change vs previous 13F +14,513 shares

    0.27% of the 13F portfolio, value $10,549,981.

    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 12,739 shares
    Change vs previous 13F -5,576 shares

    0.14% of the 13F portfolio, value $5,335,255.

    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 18,315 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,069,550.

    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).