My Personal CFO, LLC: VUG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Personal CFO, LLC on VUG, newest first. How the timeline and the estimate are built.
My Personal CFO, LLC held 4,049 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 4,049 sharesChange vs previous 13F +3,374 shares
0.14% of the 13F portfolio, value $348,768.
13F-HR 0001754960-26-000575 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 675 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $294,768.
13F-HR 0001754960-26-000293 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 675 sharesChange vs previous 13F -170 shares
0.14% of the 13F portfolio, value $329,232.
13F-HR 0001754960-26-000077 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 845 sharesChange vs previous 13F +170 shares
0.16% of the 13F portfolio, value $405,270.
13F-HR 0001754960-25-000700 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 675 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $295,854.
13F-HR 0001754960-25-000441 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 675 sharesChange vs previous 13F +1 shares
0.13% of the 13F portfolio, value $250,248.
13F-HR 0001754960-25-000247 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 674 sharesChange vs previous 13F +1 shares
0.14% of the 13F portfolio, value $276,647.
13F-HR 0001754960-25-000067 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 673 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $258,487.
13F-HR 0001754960-24-000517 filed by My Personal CFO, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).