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Quantum Financial Planning Services, Inc.: VUG position timeline

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

Quantum Financial Planning Services, Inc. held 825,945 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 825,945 shares
    Change vs previous 13F +694,155 shares

    22.06% of the 13F portfolio, value $71,146,916.

    13F-HR 0002050169-26-000003 filed by Quantum Financial Planning Services, 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 131,790 shares
    Change vs previous 13F +6,397 shares

    20.68% of the 13F portfolio, value $57,564,628.

    13F-HR 0002050169-26-000002 filed by Quantum Financial Planning Services, 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 125,393 shares
    Change vs previous 13F +2,793 shares

    22.17% of the 13F portfolio, value $61,174,301.

    13F-HR 0002050169-26-000001 filed by Quantum Financial Planning Services, 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 122,600 shares
    Change vs previous 13F -6,106 shares

    23.78% of the 13F portfolio, value $58,800,218.

    13F-HR 0002050169-25-000006 filed by Quantum Financial Planning Services, 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 128,706 shares
    Change vs previous 13F +5,221 shares

    26.56% of the 13F portfolio, value $56,424,612.

    13F-HR 0002050169-25-000004 filed by Quantum Financial Planning Services, 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 123,485 shares
    Change vs previous 13F +2,775 shares

    25.05% of the 13F portfolio, value $45,790,864.

    13F-HR 0002050169-25-000003 filed by Quantum Financial Planning Services, 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 120,710 shares
    Change vs previous 13F not available

    27.49% of the 13F portfolio, value $49,544,232.

    13F-HR 0002050169-25-000001 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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