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Disclosery

Royal Fund Management, LLC: VUG position timeline

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

Royal Fund Management, LLC held 128,571 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,571 shares
    Change vs previous 13F +107,588 shares

    0.92% of the 13F portfolio, value $11,075,141.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, 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 20,983 shares
    Change vs previous 13F -470 shares

    0.88% of the 13F portfolio, value $9,197,894.

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, 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 21,453 shares
    Change vs previous 13F +3,115 shares

    0.96% of the 13F portfolio, value $10,496,616.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, 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 18,338 shares
    Change vs previous 13F -2,376 shares

    1.06% of the 13F portfolio, value $8,810,966.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, 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 20,714 shares
    Change vs previous 13F +492 shares

    0.97% of the 13F portfolio, value $9,090,983.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, 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 20,222 shares
    Change vs previous 13F -314 shares

    0.89% of the 13F portfolio, value $7,507,760.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, 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 20,536 shares
    Change vs previous 13F -19,232 shares

    0.92% of the 13F portfolio, value $8,433,639.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 39,768 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $15,270,826.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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