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INDEPENDENT FINANCIAL GROUP, LLC: VUG position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 198,179 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 198,179 shares
    Change vs previous 13F -3,719 shares

    0.32% of the 13F portfolio, value $17,857,907.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 201,898 shares
    Change vs previous 13F +169,479 shares

    0.33% of the 13F portfolio, value $17,391,521.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL GROUP, 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/A 32,419 shares
    Change vs previous 13F +818 shares

    0.32% of the 13F portfolio, value $14,160,545.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL GROUP, 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 31,601 shares
    Change vs previous 13F +802 shares

    0.34% of the 13F portfolio, value $15,417,032.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL GROUP, 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 30,799 shares
    Change vs previous 13F +1,209 shares

    0.35% of the 13F portfolio, value $14,771,590.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL GROUP, 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 29,590 shares
    Change vs previous 13F -500 shares

    0.36% of the 13F portfolio, value $12,972,044.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL GROUP, 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 30,090 shares
    Change vs previous 13F +1,479 shares

    0.38% of the 13F portfolio, value $11,157,723.

    13F-HR 0000275484-26-000007 filed by INDEPENDENT FINANCIAL GROUP, 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 28,611 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $11,743,455.

    13F-HR 0000275484-26-000012 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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