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Nadler Financial Group, Inc.: VUG position timeline

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

Nadler Financial Group, Inc. held 783,592 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 783,592 shares
    Change vs previous 13F +649,638 shares

    5.72% of the 13F portfolio, value $67,498,585.

    13F-HR 0001541787-26-000008 filed by Nadler Financial Group, Inc.
    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 133,954 shares
    Change vs previous 13F -8,831 shares

    5.64% of the 13F portfolio, value $58,509,605.

    13F-HR 0001541787-26-000006 filed by Nadler Financial Group, Inc.
    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 142,785 shares
    Change vs previous 13F -756 shares

    6.48% of the 13F portfolio, value $69,659,324.

    13F-HR 0001541787-26-000005 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 143,541 shares
    Change vs previous 13F -5,125 shares

    6.56% of the 13F portfolio, value $68,843,906.

    13F-HR 0001541787-25-000008 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 148,666 shares
    Change vs previous 13F -4,569 shares

    6.67% of the 13F portfolio, value $65,175,115.

    13F-HR 0001541787-25-000005 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 153,235 shares
    Change vs previous 13F -8,086 shares

    6.29% of the 13F portfolio, value $56,822,553.

    13F-HR 0001541787-25-000004 filed by Nadler Financial Group, Inc.
    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 161,321 shares
    Change vs previous 13F +1,231 shares

    6.97% of the 13F portfolio, value $66,212,542.

    13F-HR 0001541787-25-000003 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 160,090 shares
    Change vs previous 13F not available

    6.78% of the 13F portfolio, value $61,463,251.

    13F-HR 0001541787-24-000007 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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