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McClarren Financial Advisors, Inc.: VSGX position timeline

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

McClarren Financial Advisors, Inc. held 20,696 VSGX shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,696 shares
    Change vs previous 13F +968 shares

    0.85% of the 13F portfolio, value $1,677,839.

    13F-HR 0001214659-26-012936 filed by McClarren Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 19,728 shares
    Change vs previous 13F +4,147 shares

    0.84% of the 13F portfolio, value $1,624,413.

    13F-HR 0001214659-26-008656 filed by McClarren Financial Advisors, Inc.
    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 15,581 shares
    Change vs previous 13F +14,217 shares

    0.66% of the 13F portfolio, value $1,117,615.

    13F-HR 0001214659-26-004716 filed by McClarren Financial Advisors, Inc.
    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 1,364 shares
    Change vs previous 13F -13,463 shares

    0.66% of the 13F portfolio, value $1,109,818.

    13F-HR 0001214659-26-000385 filed by McClarren Financial Advisors, Inc.
    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 14,827 shares
    Change vs previous 13F +354 shares

    0.65% of the 13F portfolio, value $1,063,309.

    13F-HR 0001214659-25-014963 filed by McClarren Financial Advisors, Inc.
    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 14,473 shares
    Change vs previous 13F +1,615 shares

    0.62% of the 13F portfolio, value $947,972.

    13F-HR 0001214659-25-011634 filed by McClarren Financial Advisors, Inc.
    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 12,858 shares
    Change vs previous 13F +12,858 shares

    0.52% of the 13F portfolio, value $781,000.

    13F-HR 0001842974-25-000001 filed by McClarren Financial Advisors, Inc.
    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 0 shares
    Change vs previous 13F not available

    13F-HR 0001907157-25-000007 filed by McClarren Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.