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Ritter Daniher Financial Advisory LLC / DE: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ritter Daniher Financial Advisory LLC / DE on VUG, newest first. How the timeline and the estimate are built.

Ritter Daniher Financial Advisory LLC / DE held 31,127 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,127 shares
    Change vs previous 13F +25,914 shares

    0.41% of the 13F portfolio, value $2,681,290.

    13F-HR 0001936603-26-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 5,213 shares
    Change vs previous 13F -57 shares

    0.39% of the 13F portfolio, value $2,276,909.

    13F-HR 0001936603-26-000002 filed by Ritter Daniher Financial Advisory LLC / DE
    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 5,270 shares
    Change vs previous 13F -71 shares

    0.43% of the 13F portfolio, value $2,570,790.

    13F-HR 0001936603-26-000001 filed by Ritter Daniher Financial Advisory LLC / DE
    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 5,341 shares
    Change vs previous 13F +5,115 shares

    0.45% of the 13F portfolio, value $2,561,566.

    13F-HR 0001936603-25-000003 filed by Ritter Daniher Financial Advisory LLC / DE
    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 226 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $99,104.

    13F-HR 0001855205-25-000038 filed by Ritter Daniher Financial Advisory LLC / DE
    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 226 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $83,827.

    13F-HR 0001855205-25-000024 filed by Ritter Daniher Financial Advisory LLC / DE
    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 226 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $92,775.

    13F-HR 0001855205-25-000016 filed by Ritter Daniher Financial Advisory LLC / DE
    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 226 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $86,776.

    13F-HR 0001855205-24-000052 filed by Ritter Daniher Financial Advisory LLC / DE
    Filed (acceptance time not in the bulk data set), ingested

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