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Disclosery

Fiduciary Group, LLC: VDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Group, LLC on VDE, newest first. How the timeline and the estimate are built.

Fiduciary Group, LLC held 8,540 VDE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,540 shares
    Change vs previous 13F -105 shares

    0.1% of the 13F portfolio, value $1,282,110.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, LLC
    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 8,645 shares
    Change vs previous 13F -104 shares

    0.13% of the 13F portfolio, value $1,495,931.

    13F-HR 0001645890-26-000002 filed by Fiduciary 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 ended2025-12-31
    13F 8,749 shares
    Change vs previous 13F -252 shares

    0.09% of the 13F portfolio, value $1,101,674.

    13F-HR 0001645890-26-000001 filed by Fiduciary 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 ended2025-09-30
    13F 9,001 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,132,866.

    13F-HR 0001645890-25-000013 filed by Fiduciary 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 ended2025-06-30
    13F 9,001 shares
    Change vs previous 13F -17 shares

    0.1% of the 13F portfolio, value $1,072,199.

    13F-HR 0001645890-25-000004 filed by Fiduciary 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 ended2025-03-31
    13F 9,018 shares
    Change vs previous 13F +286 shares

    0.12% of the 13F portfolio, value $1,169,725.

    13F-HR 0001645890-25-000003 filed by Fiduciary 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 ended2024-12-31
    13F 8,732 shares
    Change vs previous 13F +1,111 shares

    0.11% of the 13F portfolio, value $1,059,279.

    13F-HR 0001645890-25-000001 filed by Fiduciary 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 ended2024-09-30
    13F 7,621 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $933,344.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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