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Global Retirement Partners, LLC: VUG position timeline

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

Global Retirement Partners, LLC held 535,081 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 535,081 shares
    Change vs previous 13F +436,538 shares

    0.7% of the 13F portfolio, value $46,091,876.

    13F-HR 0001580642-26-004976 filed by Global Retirement 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 ended2025-12-31
    13F 98,543 shares
    Change vs previous 13F +43,184 shares

    0.85% of the 13F portfolio, value $48,075,427.

    13F-HR 0001580642-26-000877 filed by Global Retirement 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 ended2025-09-30
    13F 55,359 shares
    Change vs previous 13F -1,189 shares

    0.59% of the 13F portfolio, value $26,550,866.

    13F-HR 0001580642-25-006659 filed by Global Retirement 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 ended2025-06-30
    13F 56,548 shares
    Change vs previous 13F +1,443 shares

    0.61% of the 13F portfolio, value $24,790,636.

    13F-HR 0001580642-25-005069 filed by Global Retirement 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 ended2024-12-31
    13F 55,105 shares
    Change vs previous 13F -434 shares

    0.65% of the 13F portfolio, value $22,617,306.

    13F-HR 0001580642-25-000642 filed by Global Retirement 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 ended2024-09-30
    13F 55,539 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $21,322,969.

    13F-HR 0001580642-24-006196 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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