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Disclosery

Prosperity Planning, Inc.: VUG position timeline

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

Prosperity Planning, Inc. held 303,709 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 303,709 shares
    Change vs previous 13F +8,483 shares

    6.07% of the 13F portfolio, value $27,367,239.

    13F-HR 0001085146-26-000827 filed by Prosperity Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 295,226 shares
    Change vs previous 13F +246,955 shares

    5.83% of the 13F portfolio, value $25,430,759.

    13F-HR 0001843292-26-000004 filed by Prosperity Planning, 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 48,271 shares
    Change vs previous 13F +1,600 shares

    5.34% of the 13F portfolio, value $21,084,143.

    13F-HR 0001843292-26-000002 filed by Prosperity Planning, 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 46,671 shares
    Change vs previous 13F +19 shares

    5.96% of the 13F portfolio, value $22,768,934.

    13F-HR 0001843292-26-000001 filed by Prosperity Planning, 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 46,652 shares
    Change vs previous 13F -132 shares

    6.04% of the 13F portfolio, value $22,374,881.

    13F-HR 0001085146-25-005863 filed by Prosperity Planning, 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 46,784 shares
    Change vs previous 13F +1,287 shares

    5.92% of the 13F portfolio, value $20,509,903.

    13F-HR 0001085146-25-003753 filed by Prosperity Planning, 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 45,497 shares
    Change vs previous 13F +463 shares

    5.28% of the 13F portfolio, value $16,871,026.

    13F-HR 0001085146-25-002051 filed by Prosperity Planning, 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 45,034 shares
    Change vs previous 13F not available

    5.92% of the 13F portfolio, value $18,483,633.

    13F-HR 0001085146-25-000300 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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