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FDx Advisors, Inc.: VUG position timeline

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

FDx Advisors, Inc. held 66,950 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,950 shares
    Change vs previous 13F +55,393 shares

    1.74% of the 13F portfolio, value $5,767,000.

    13F-HR 0001566601-26-000004 filed by FDx Advisors, 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 11,557 shares
    Change vs previous 13F +85 shares

    1.61% of the 13F portfolio, value $5,048,000.

    13F-HR 0001566601-26-000003 filed by FDx Advisors, 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 11,472 shares
    Change vs previous 13F -190 shares

    2.85% of the 13F portfolio, value $5,597,000.

    13F-HR 0001566601-26-000001 filed by FDx Advisors, 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 11,662 shares
    Change vs previous 13F -2,611 shares

    1.74% of the 13F portfolio, value $5,818,000.

    13F-HR 0001566601-25-000012 filed by FDx Advisors, 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 14,273 shares
    Change vs previous 13F -608 shares

    1.91% of the 13F portfolio, value $6,257,000.

    13F-HR 0001566601-25-000007 filed by FDx Advisors, 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 14,881 shares
    Change vs previous 13F -1,049 shares

    1.79% of the 13F portfolio, value $5,518,000.

    13F-HR 0001566601-25-000004 filed by FDx Advisors, 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 15,930 shares
    Change vs previous 13F -2,389 shares

    1.91% of the 13F portfolio, value $6,538,000.

    13F-HR 0001566601-25-000001 filed by FDx Advisors, 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 18,319 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $7,033,000.

    13F-HR 0001566601-24-000010 filed by FDx Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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