GoalFusion Wealth Management, LLC: VUG position timeline

GoalFusion Wealth Management, LLC held 125,237 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 125,237 shares

   Change vs previous 13F +2,774 shares

   4.51% of the 13F portfolio, value $11,285,106.

   13F-HR 0001895678-26-000005 filed by GoalFusion Wealth Management, LLC
   Accepted 2026-10-06 14:42:03 UTC, ingested 2026-10-06 14:42:49 UTC

2. period ended2026-06-30

   13F 122,463 shares

   Change vs previous 13F +102,134 shares

   4.26% of the 13F portfolio, value $10,548,963.

   13F-HR 0001895678-26-000004 filed by GoalFusion Wealth Management, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 20,329 shares

   Change vs previous 13F +2,247 shares

   4.03% of the 13F portfolio, value $8,879,504.

   13F-HR 0001895678-26-000002 filed by GoalFusion Wealth Management, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 18,082 shares

   Change vs previous 13F +4,092 shares

   4.08% of the 13F portfolio, value $8,821,485.

   13F-HR 0001895678-26-000001 filed by GoalFusion Wealth Management, LLC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 13,990 shares

   Change vs previous 13F not available

   3.2% of the 13F portfolio, value $6,709,744.

   13F-HR 0001895678-25-000006 filed by GoalFusion Wealth Management, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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