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Ironwood Financial, llc: VUG position timeline

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

Ironwood Financial, llc held 73,582 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,582 shares
    Change vs previous 13F +59,928 shares

    0.99% of the 13F portfolio, value $6,339,107.

    13F-HR 0001630360-26-000005 filed by Ironwood Financial, llc
    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 13,654 shares
    Change vs previous 13F +7,214 shares

    1.04% of the 13F portfolio, value $5,963,939.

    13F-HR 0001630360-26-000003 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,440 shares
    Change vs previous 13F +513 shares

    0.54% of the 13F portfolio, value $3,171,663.

    13F-HR 0001630360-26-000001 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 5,927 shares
    Change vs previous 13F +441 shares

    0.5% of the 13F portfolio, value $2,842,422.

    13F-HR 0001630360-25-000002 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,486 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $2,034,148.

    13F-HR 0001085146-25-004092 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,486 shares
    Change vs previous 13F +4,064 shares

    0.44% of the 13F portfolio, value $2,034,148.

    13F-HR 0001085146-25-002106 filed by Ironwood Financial, llc
    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 1,422 shares
    Change vs previous 13F +82 shares

    0.12% of the 13F portfolio, value $583,441.

    13F-HR 0001085146-25-000261 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,340 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $514,275.

    13F-HR 0001085146-24-004963 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

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