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FIDUCIARY FINANCIAL GROUP, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIDUCIARY FINANCIAL GROUP, LLC on VUG, newest first. How the timeline and the estimate are built.

FIDUCIARY FINANCIAL GROUP, LLC held 18,460 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,460 shares
    Change vs previous 13F +163 shares

    0.19% of the 13F portfolio, value $1,663,393.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,297 shares
    Change vs previous 13F +15,247 shares

    0.18% of the 13F portfolio, value $1,576,067.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,050 shares
    Change vs previous 13F -1 shares

    0.18% of the 13F portfolio, value $1,332,025.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,051 shares
    Change vs previous 13F +53 shares

    0.21% of the 13F portfolio, value $1,488,255.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,998 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,437,668.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,998 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,300,859.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,998 shares
    Change vs previous 13F -242 shares

    0.23% of the 13F portfolio, value $1,059,014.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,240 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,319,577.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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