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GoalVest Advisory LLC: VUG position timeline

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

GoalVest Advisory LLC held 659,467 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 659,467 shares
    Change vs previous 13F +301,289 shares

    4.68% of the 13F portfolio, value $27,033,343.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 358,178 shares
    Change vs previous 13F +288,205 shares

    5.72% of the 13F portfolio, value $30,853,421.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 69,973 shares
    Change vs previous 13F -14,412 shares

    5.97% of the 13F portfolio, value $30,563,662.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 84,385 shares
    Change vs previous 13F +4,560 shares

    7.89% of the 13F portfolio, value $41,168,217.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 79,825 shares
    Change vs previous 13F +2,052 shares

    8.12% of the 13F portfolio, value $38,284,963.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 77,773 shares
    Change vs previous 13F +12 shares

    8.44% of the 13F portfolio, value $34,095,742.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 77,761 shares
    Change vs previous 13F -165 shares

    7.93% of the 13F portfolio, value $28,835,384.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 77,926 shares
    Change vs previous 13F not available

    8.77% of the 13F portfolio, value $31,984,000.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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