Skip to content
Disclosery

Safeguard Financial, LLC: VUG position timeline

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

Safeguard Financial, LLC held 355,130 VUG shares at 2025-03-31 per its 13F-HR filed 2025-04-11.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 355,130 shares
    Change vs previous 13F +10,855 shares

    28.85% of the 13F portfolio, value $131,689,342.

    13F-HR 0001754960-25-000176 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 344,275 shares
    Change vs previous 13F +38,984 shares

    30.71% of the 13F portfolio, value $141,304,093.

    13F-HR 0001754960-25-000017 filed by Safeguard 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 ended2024-09-30
    13F 305,291 shares
    Change vs previous 13F +21,723 shares

    27.62% of the 13F portfolio, value $117,210,246.

    13F-HR 0001754960-24-000498 filed by Safeguard 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 ended2024-06-30
    13F 283,568 shares
    Change vs previous 13F +32,060 shares

    29.49% of the 13F portfolio, value $106,057,133.

    13F-HR 0001754960-24-000405 filed by Safeguard 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 ended2024-03-31
    13F 251,508 shares
    Change vs previous 13F +25,122 shares

    28.21% of the 13F portfolio, value $86,569,068.

    13F-HR 0001754960-24-000109 filed by Safeguard 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 ended2023-12-31
    13F 226,386 shares
    Change vs previous 13F +38,377 shares

    26.65% of the 13F portfolio, value $70,379,034.

    13F-HR 0001754960-24-000067 filed by Safeguard 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 ended2023-09-30
    13F 188,009 shares
    Change vs previous 13F +21,384 shares

    24.7% of the 13F portfolio, value $51,196,630.

    13F-HR 0001754960-23-000304 filed by Safeguard 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 ended2023-06-30
    13F 166,625 shares
    Change vs previous 13F not available

    22.71% of the 13F portfolio, value $47,148,000.

    13F-HR 0001922498-23-000003 filed by Safeguard Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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