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Disclosery

FINANCIAL LIFE ADVISORS: VUG position timeline

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

FINANCIAL LIFE ADVISORS held 163,801 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,801 shares
    Change vs previous 13F +136,496 shares

    4.01% of the 13F portfolio, value $14,109,818.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    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 27,305 shares
    Change vs previous 13F +1,786 shares

    3.72% of the 13F portfolio, value $11,926,551.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    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 25,519 shares
    Change vs previous 13F +80 shares

    3.84% of the 13F portfolio, value $12,449,699.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    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 25,439 shares
    Change vs previous 13F -567 shares

    3.92% of the 13F portfolio, value $12,200,799.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    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 26,006 shares
    Change vs previous 13F -172 shares

    3.9% of the 13F portfolio, value $11,401,030.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    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 26,178 shares
    Change vs previous 13F -328 shares

    3.62% of the 13F portfolio, value $9,707,326.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    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 26,506 shares
    Change vs previous 13F -553 shares

    4.09% of the 13F portfolio, value $10,879,123.

    13F-HR 0001730813-25-000002 filed by FINANCIAL LIFE ADVISORS
    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 27,059 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $10,388,762.

    13F-HR 0001730813-24-000007 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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