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Retirement Solution LLC: VUG position timeline

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

Retirement Solution LLC held 8,997 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,997 shares
    Change vs previous 13F +7,723 shares

    0.15% of the 13F portfolio, value $775,031.

    13F-HR 0001914606-26-000006 filed by Retirement Solution 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 1,274 shares
    Change vs previous 13F +18 shares

    0.13% of the 13F portfolio, value $556,355.

    13F-HR 0001914606-26-000005 filed by Retirement Solution 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 1,256 shares
    Change vs previous 13F +113 shares

    0.14% of the 13F portfolio, value $612,841.

    13F-HR 0001914606-26-000001 filed by Retirement Solution 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/A 1,143 shares
    Change vs previous 13F +90 shares

    0.13% of the 13F portfolio, value $548,028.

    13F-HR/A 0001914606-26-000004 filed by Retirement Solution 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/A 1,053 shares
    Change vs previous 13F +368 shares

    0.12% of the 13F portfolio, value $461,822.

    13F-HR/A 0001914606-26-000003 filed by Retirement Solution 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/A 685 shares
    Change vs previous 13F +32 shares

    0.07% of the 13F portfolio, value $254,169.

    13F-HR/A 0001914606-26-000002 filed by Retirement Solution 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 653 shares
    Change vs previous 13F +107 shares

    0.07% of the 13F portfolio, value $268,032.

    13F-HR 0001914606-25-000001 filed by Retirement Solution 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 546 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $209,552.

    13F-HR 0001914606-24-000006 filed by Retirement Solution LLC
    Filed (acceptance time not in the bulk data set), ingested

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