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Financial Insights, Inc.: VUG position timeline

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

Financial Insights, Inc. held 149,643 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,643 shares
    Change vs previous 13F +121,987 shares

    3.39% of the 13F portfolio, value $12,890,206.

    13F-HR 0001642058-26-000005 filed by Financial Insights, 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 27,656 shares
    Change vs previous 13F -2,469 shares

    3.91% of the 13F portfolio, value $12,079,709.

    13F-HR 0001642058-26-000004 filed by Financial Insights, 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 30,125 shares
    Change vs previous 13F -1,846 shares

    4.93% of the 13F portfolio, value $14,697,022.

    13F-HR 0001085146-26-000292 filed by Financial Insights, 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 31,971 shares
    Change vs previous 13F -1,034 shares

    5.08% of the 13F portfolio, value $15,333,437.

    13F-HR 0001085146-26-000291 filed by Financial Insights, 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 33,005 shares
    Change vs previous 13F -3,337 shares

    5.29% of the 13F portfolio, value $14,469,384.

    13F-HR 0001085146-25-004028 filed by Financial Insights, 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 36,342 shares
    Change vs previous 13F -4,402 shares

    5.36% of the 13F portfolio, value $13,476,334.

    13F-HR 0001085146-25-002342 filed by Financial Insights, 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 40,744 shares
    Change vs previous 13F -3,320 shares

    6.21% of the 13F portfolio, value $16,723,059.

    13F-HR 0001085146-25-001806 filed by Financial Insights, 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 44,064 shares
    Change vs previous 13F not available

    5.34% of the 13F portfolio, value $16,917,306.

    13F-HR 0001085146-24-005052 filed by Financial Insights, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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