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Disclosery

Roxbury Financial LLC: VUG position timeline

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

Roxbury Financial LLC held 3,002 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,002 shares
    Change vs previous 13F +409 shares

    0.21% of the 13F portfolio, value $270,528.

    13F-HR 0002054149-26-000004 filed by Roxbury Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,593 shares
    Change vs previous 13F +2,185 shares

    0.18% of the 13F portfolio, value $223,367.

    13F-HR 0002054149-26-000003 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 408 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $178,138.

    13F-HR 0002054149-26-000002 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 408 shares
    Change vs previous 13F -65 shares

    0.18% of the 13F portfolio, value $198,890.

    13F-HR 0002054149-26-000001 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 473 shares
    Change vs previous 13F -3 shares

    0.21% of the 13F portfolio, value $226,618.

    13F-HR 0002054149-25-000006 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 476 shares
    Change vs previous 13F +49 shares

    0.2% of the 13F portfolio, value $208,830.

    13F-HR 0002054149-25-000004 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 427 shares
    Change vs previous 13F +170 shares

    0.17% of the 13F portfolio, value $173,357.

    13F-HR 0002054149-25-000003 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 257 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $105,230.

    13F-HR 0002054149-25-000001 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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