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Disclosery

Richmond Investment Services, LLC: VUG position timeline

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

Richmond Investment Services, LLC held 53,583 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,583 shares
    Change vs previous 13F +25,338 shares

    1.46% of the 13F portfolio, value $4,615,654.

    13F-HR 0002085853-26-000873 filed by Richmond Investment Services, 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 28,245 shares
    Change vs previous 13F -925 shares

    1.99% of the 13F portfolio, value $12,341,178.

    13F-HR 0002085853-26-000531 filed by Richmond Investment Services, 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 29,170 shares
    Change vs previous 13F -4,015 shares

    2.46% of the 13F portfolio, value $14,236,921.

    13F-HR 0002085853-26-000262 filed by Richmond Investment Services, 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 33,185 shares
    Change vs previous 13F -863 shares

    2.96% of the 13F portfolio, value $15,921,122.

    13F-HR 0002085853-25-000267 filed by Richmond Investment Services, 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 34,048 shares
    Change vs previous 13F +15,632 shares

    3.15% of the 13F portfolio, value $14,930,074.

    13F-HR 0001667731-25-001095 filed by Richmond Investment Services, 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 18,416 shares
    Change vs previous 13F +10,912 shares

    3.71% of the 13F portfolio, value $6,829,066.

    13F-HR 0001667731-25-000637 filed by Richmond Investment Services, 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 7,504 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $3,079,750.

    13F-HR 0001667731-25-000282 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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