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Disclosery

Global Financial Private Client, LLC: VUG position timeline

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

Global Financial Private Client, LLC held 53,591 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 53,591 shares
    Change vs previous 13F +44,658 shares

    1.25% of the 13F portfolio, value $4,616,329.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 8,933 shares
    Change vs previous 13F +50 shares

    1.28% of the 13F portfolio, value $3,901,845.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 8,883 shares
    Change vs previous 13F -691 shares

    1.52% of the 13F portfolio, value $4,333,416.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 9,574 shares
    Change vs previous 13F +194 shares

    1.64% of the 13F portfolio, value $4,591,546.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, 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 9,380 shares
    Change vs previous 13F +1 shares

    1.54% of the 13F portfolio, value $4,111,973.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, 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 9,379 shares
    Change vs previous 13F -129 shares

    1.33% of the 13F portfolio, value $3,478,106.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, 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 9,508 shares
    Change vs previous 13F -856 shares

    1.46% of the 13F portfolio, value $3,902,669.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, 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 10,364 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $3,979,242.

    13F-HR 0002023568-24-000027 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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