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Fee-Only Financial Planning, L.C.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fee-Only Financial Planning, L.C. on VUG, newest first. How the timeline and the estimate are built.

Fee-Only Financial Planning, L.C. held 629,499 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 629,499 shares
    Change vs previous 13F +523,431 shares

    29.06% of the 13F portfolio, value $54,225,001.

    13F-HR 0001954044-26-000003 filed by Fee-Only Financial Planning, L.C.
    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 106,068 shares
    Change vs previous 13F -935 shares

    27.97% of the 13F portfolio, value $46,329,223.

    13F-HR 0001954044-26-000002 filed by Fee-Only Financial Planning, L.C.
    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 107,003 shares
    Change vs previous 13F -2,199 shares

    30.43% of the 13F portfolio, value $52,202,240.

    13F-HR 0001954044-26-000001 filed by Fee-Only Financial Planning, L.C.
    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 109,202 shares
    Change vs previous 13F -1,714 shares

    30.56% of the 13F portfolio, value $52,374,131.

    13F-HR 0001954044-25-000006 filed by Fee-Only Financial Planning, L.C.
    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 110,916 shares
    Change vs previous 13F +564 shares

    30.1% of the 13F portfolio, value $48,625,355.

    13F-HR 0001954044-25-000004 filed by Fee-Only Financial Planning, L.C.
    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 110,352 shares
    Change vs previous 13F -2,451 shares

    27.93% of the 13F portfolio, value $40,920,543.

    13F-HR 0001954044-25-000003 filed by Fee-Only Financial Planning, L.C.
    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 112,803 shares
    Change vs previous 13F -2,222 shares

    29.91% of the 13F portfolio, value $46,298,658.

    13F-HR 0001954044-25-000001 filed by Fee-Only Financial Planning, L.C.
    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 115,025 shares
    Change vs previous 13F not available

    28.29% of the 13F portfolio, value $44,161,356.

    13F-HR 0001954044-24-000007 filed by Fee-Only Financial Planning, L.C.
    Filed (acceptance time not in the bulk data set), ingested

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