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Mustard Seed Financial, LLC: VUG position timeline

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

Mustard Seed Financial, LLC held 152,815 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,815 shares
    Change vs previous 13F +129,216 shares

    6.84% of the 13F portfolio, value $13,163,503.

    13F-HR 0001172661-26-003101 filed by Mustard Seed 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 23,599 shares
    Change vs previous 13F +1,401 shares

    6.18% of the 13F portfolio, value $10,307,613.

    13F-HR 0001172661-26-001541 filed by Mustard Seed 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 22,198 shares
    Change vs previous 13F +964 shares

    6.81% of the 13F portfolio, value $10,829,279.

    13F-HR 0001172661-26-000292 filed by Mustard Seed 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 21,234 shares
    Change vs previous 13F +341 shares

    6.55% of the 13F portfolio, value $10,183,932.

    13F-HR 0001172661-25-004333 filed by Mustard Seed 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 20,893 shares
    Change vs previous 13F +2,417 shares

    6.6% of the 13F portfolio, value $9,159,373.

    13F-HR 0001172661-25-002638 filed by Mustard Seed 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 18,476 shares
    Change vs previous 13F +1,076 shares

    5.51% of the 13F portfolio, value $6,851,170.

    13F-HR 0001172661-25-001695 filed by Mustard Seed 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 17,400 shares
    Change vs previous 13F +531 shares

    5.8% of the 13F portfolio, value $7,141,861.

    13F-HR 0001172661-25-000252 filed by Mustard Seed 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 16,869 shares
    Change vs previous 13F not available

    5.38% of the 13F portfolio, value $6,476,588.

    13F-HR 0001172661-24-004253 filed by Mustard Seed Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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