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IFP Advisors, Inc: VUG position timeline

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

IFP Advisors, Inc held 742,981 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 742,981 shares
    Change vs previous 13F +611,199 shares

    1.16% of the 13F portfolio, value $64,000,383.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 131,782 shares
    Change vs previous 13F +4,661 shares

    1.19% of the 13F portfolio, value $57,561,060.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 127,121 shares
    Change vs previous 13F +395 shares

    1.39% of the 13F portfolio, value $62,017,251.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 126,726 shares
    Change vs previous 13F +13,445 shares

    1.58% of the 13F portfolio, value $60,779,057.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 113,281 shares
    Change vs previous 13F -47,536 shares

    1.41% of the 13F portfolio, value $49,694,059.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 160,817 shares
    Change vs previous 13F +43,249 shares

    1.84% of the 13F portfolio, value $59,658,800.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 117,568 shares
    Change vs previous 13F -2,344 shares

    1.58% of the 13F portfolio, value $48,255,475.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 119,912 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $46,038,236.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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