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Retirement Planning Group, LLC: VUG position timeline

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

Retirement Planning Group, LLC held 817,700 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 817,700 shares
    Change vs previous 13F +745,181 shares

    1.79% of the 13F portfolio, value $70,436,682.

    13F-HR 0001508195-26-000004 filed by Retirement Planning Group, 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 72,519 shares
    Change vs previous 13F -1,517 shares

    0.98% of the 13F portfolio, value $31,675,364.

    13F-HR 0001508195-26-000002 filed by Retirement Planning Group, 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 74,036 shares
    Change vs previous 13F -9,763 shares

    1.19% of the 13F portfolio, value $36,119,265.

    13F-HR 0001508195-26-000001 filed by Retirement Planning Group, 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 83,799 shares
    Change vs previous 13F +370 shares

    1.4% of the 13F portfolio, value $40,191,073.

    13F-HR 0001508195-25-000004 filed by Retirement Planning Group, 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 83,429 shares
    Change vs previous 13F -168 shares

    1.56% of the 13F portfolio, value $36,575,058.

    13F-HR 0001085146-25-004322 filed by Retirement Planning Group, 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 83,597 shares
    Change vs previous 13F +30,067 shares

    1.45% of the 13F portfolio, value $30,999,316.

    13F-HR 0001085146-25-002020 filed by Retirement Planning Group, 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 53,530 shares
    Change vs previous 13F -4,142 shares

    1.11% of the 13F portfolio, value $21,970,727.

    13F-HR 0001085146-25-001741 filed by Retirement Planning Group, 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 57,672 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $22,142,034.

    13F-HR 0001085146-24-004837 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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