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Marmo Financial Group, LLC: VUG position timeline

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

Marmo Financial Group, LLC held 66,196 VUG shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 66,196 shares
    Change vs previous 13F +203 shares

    14.32% of the 13F portfolio, value $28,914,250.

    13F-HR 0001172661-26-001528 filed by Marmo Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 65,993 shares
    Change vs previous 13F -347 shares

    15.24% of the 13F portfolio, value $32,195,503.

    13F-HR 0001172661-26-000442 filed by Marmo 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 ended2025-09-30
    13F 66,340 shares
    Change vs previous 13F +3,546 shares

    15.41% of the 13F portfolio, value $31,817,684.

    13F-HR 0001172661-25-004419 filed by Marmo 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 ended2025-06-30
    13F 62,794 shares
    Change vs previous 13F +343 shares

    13.71% of the 13F portfolio, value $27,528,725.

    13F-HR 0001172661-25-002629 filed by Marmo 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 ended2025-03-31
    13F 62,451 shares
    Change vs previous 13F +8,371 shares

    12.67% of the 13F portfolio, value $23,157,995.

    13F-HR 0001172661-25-001500 filed by Marmo 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 ended2024-12-31
    13F 54,080 shares
    Change vs previous 13F -575 shares

    11.99% of the 13F portfolio, value $22,199,468.

    13F-HR 0001172661-25-000334 filed by Marmo 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 ended2024-09-30
    13F 54,655 shares
    Change vs previous 13F not available

    11.19% of the 13F portfolio, value $20,983,695.

    13F-HR 0001172661-24-004351 filed by Marmo Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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