MARSHALL FINANCIAL GROUP INC /ADV: VUG position timeline

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

MARSHALL FINANCIAL GROUP INC /ADV held 32,257 VUG shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

period ended2025-09-30
13F 32,257 shares
Change vs previous 13F -423 shares
4.26% of the 13F portfolio, value $15,470,694.
13F-HR 0000701189-25-000003 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 32,680 shares
Change vs previous 13F -1,052 shares
4.29% of the 13F portfolio, value $14,326,951.
13F-HR 0001221073-25-000070 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 33,732 shares
Change vs previous 13F +724 shares
3.94% of the 13F portfolio, value $12,508,502.
13F-HR 0001221073-25-000048 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 33,008 shares
Change vs previous 13F +157 shares
4.14% of the 13F portfolio, value $13,547,699.
13F-HR 0001221073-25-000011 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 32,851 shares
Change vs previous 13F +1,461 shares
3.81% of the 13F portfolio, value $12,612,457.
13F-HR 0001221073-24-000096 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 31,390 shares
Change vs previous 13F -144 shares
3.81% of the 13F portfolio, value $11,740,072.
13F-HR 0001221073-24-000061 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 31,534 shares
Change vs previous 13F -600 shares
3.58% of the 13F portfolio, value $10,854,134.
13F-HR 0001221073-24-000038 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 32,134 shares
Change vs previous 13F not available
3.57% of the 13F portfolio, value $9,989,834.
13F-HR 0001221073-24-000013 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).