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JNBA Financial Advisors: VUG position timeline

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

JNBA Financial Advisors held 581,566 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 581,566 shares
    Change vs previous 13F +483,820 shares

    3.79% of the 13F portfolio, value $50,096,138.

    13F-HR 0001569118-26-000005 filed by JNBA Financial Advisors
    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 97,746 shares
    Change vs previous 13F +3,667 shares

    3.56% of the 13F portfolio, value $42,694,411.

    13F-HR 0001569118-26-000003 filed by JNBA Financial Advisors
    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 94,079 shares
    Change vs previous 13F -487 shares

    4.01% of the 13F portfolio, value $45,897,223.

    13F-HR 0001569118-26-000001 filed by JNBA Financial Advisors
    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 94,566 shares
    Change vs previous 13F +3,316 shares

    4.12% of the 13F portfolio, value $45,354,952.

    13F-HR 0001569118-25-000009 filed by JNBA Financial Advisors
    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 91,250 shares
    Change vs previous 13F +328 shares

    3.85% of the 13F portfolio, value $40,004,052.

    13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
    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 90,922 shares
    Change vs previous 13F +7,018 shares

    3.5% of the 13F portfolio, value $33,715,851.

    13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
    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 83,904 shares
    Change vs previous 13F +10,250 shares

    3.52% of the 13F portfolio, value $34,437,595.

    13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
    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 73,654 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $28,277,898.

    13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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