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FINANCIAL ADVISORY PARTNERS, LLC: VUG position timeline

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

FINANCIAL ADVISORY PARTNERS, LLC held 471,062 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 471,062 shares
    Change vs previous 13F +394,619 shares

    10.6% of the 13F portfolio, value $40,577,280.

    13F-HR 0001994252-26-000005 filed by FINANCIAL ADVISORY PARTNERS, 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 76,443 shares
    Change vs previous 13F +6,402 shares

    9.44% of the 13F portfolio, value $33,389,538.

    13F-HR 0001994252-26-000002 filed by FINANCIAL ADVISORY PARTNERS, 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 70,041 shares
    Change vs previous 13F +255 shares

    9.64% of the 13F portfolio, value $34,170,202.

    13F-HR 0001994252-26-000001 filed by FINANCIAL ADVISORY PARTNERS, 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 69,786 shares
    Change vs previous 13F +2,450 shares

    9.78% of the 13F portfolio, value $33,470,063.

    13F-HR 0001994252-25-000002 filed by FINANCIAL ADVISORY PARTNERS, 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 67,336 shares
    Change vs previous 13F +977 shares

    9.28% of the 13F portfolio, value $29,520,102.

    13F-HR 0001085146-25-003786 filed by FINANCIAL ADVISORY PARTNERS, 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 66,359 shares
    Change vs previous 13F -5,391 shares

    8.23% of the 13F portfolio, value $24,607,244.

    13F-HR 0001085146-25-002004 filed by FINANCIAL ADVISORY PARTNERS, 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 71,750 shares
    Change vs previous 13F +1,328 shares

    9.78% of the 13F portfolio, value $29,449,070.

    13F-HR 0001085146-25-000513 filed by FINANCIAL ADVISORY PARTNERS, 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 70,422 shares
    Change vs previous 13F not available

    8.98% of the 13F portfolio, value $27,037,118.

    13F-HR 0001085146-24-004722 filed by FINANCIAL ADVISORY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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