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Disclosery

Sandbox Financial Partners, LLC: VUG position timeline

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

Sandbox Financial Partners, LLC held 90,337 VUG shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 90,337 shares
    Change vs previous 13F +4,142 shares

    11.1% of the 13F portfolio, value $39,458,242.

    13F-HR 0001951757-26-000530 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 86,195 shares
    Change vs previous 13F +3,408 shares

    11.64% of the 13F portfolio, value $42,050,866.

    13F-HR 0001951757-26-000028 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 82,787 shares
    Change vs previous 13F +2,917 shares

    11.37% of the 13F portfolio, value $39,705,619.

    13F-HR 0001951757-25-001157 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 79,870 shares
    Change vs previous 13F +1,108 shares

    11.04% of the 13F portfolio, value $35,014,903.

    13F-HR 0001951757-25-000593 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 78,762 shares
    Change vs previous 13F -402 shares

    10.31% of the 13F portfolio, value $29,206,476.

    13F-HR 0001951757-25-000323 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 79,164 shares
    Change vs previous 13F +3,529 shares

    10.84% of the 13F portfolio, value $32,491,887.

    13F-HR 0001951757-25-000044 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 75,635 shares
    Change vs previous 13F +2,244 shares

    10.28% of the 13F portfolio, value $29,038,357.

    13F-HR 0001951757-24-000975 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 73,391 shares
    Change vs previous 13F not available

    10.52% of the 13F portfolio, value $27,448,846.

    13F-HR 0001951757-24-000507 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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