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RTD Financial Advisors, Inc.: VUG position timeline

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

RTD Financial Advisors, Inc. held 28,740 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,740 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,589,762.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,740 shares
    Change vs previous 13F +24,413 shares

    0.27% of the 13F portfolio, value $2,475,664.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    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 4,327 shares
    Change vs previous 13F +1,675 shares

    0.23% of the 13F portfolio, value $1,889,991.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    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 2,652 shares
    Change vs previous 13F -3,096 shares

    0.16% of the 13F portfolio, value $1,293,805.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    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 5,748 shares
    Change vs previous 13F +1,211 shares

    0.33% of the 13F portfolio, value $2,756,799.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    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 4,537 shares
    Change vs previous 13F +1,773 shares

    0.25% of the 13F portfolio, value $1,989,021.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    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 2,764 shares
    Change vs previous 13F -457 shares

    0.14% of the 13F portfolio, value $1,024,947.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    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 3,221 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,322,028.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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