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Disclosery

SwitchPoint Financial Planning, LLC: VUG position timeline

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

SwitchPoint Financial Planning, LLC held 36,017 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,017 shares
    Change vs previous 13F +30,014 shares

    1.79% of the 13F portfolio, value $3,102,498.

    13F-HR 0002055526-26-000003 filed by SwitchPoint Financial Planning, 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 6,003 shares
    Change vs previous 13F +16 shares

    1.78% of the 13F portfolio, value $2,622,018.

    13F-HR 0002055526-26-000002 filed by SwitchPoint Financial Planning, 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 5,987 shares
    Change vs previous 13F -6 shares

    2.05% of the 13F portfolio, value $2,920,782.

    13F-HR 0002055526-26-000001 filed by SwitchPoint Financial Planning, 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 5,993 shares
    Change vs previous 13F -194 shares

    2.08% of the 13F portfolio, value $2,874,267.

    13F-HR 0002055526-25-000005 filed by SwitchPoint Financial Planning, 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 6,187 shares
    Change vs previous 13F +1,233 shares

    2.22% of the 13F portfolio, value $2,712,348.

    13F-HR 0002055526-25-000003 filed by SwitchPoint Financial Planning, 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 4,954 shares
    Change vs previous 13F 0 shares

    1.74% of the 13F portfolio, value $1,837,015.

    13F-HR 0002055526-25-000002 filed by SwitchPoint Financial Planning, 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 4,954 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $2,033,289.

    13F-HR 0002055526-25-000001 filed by SwitchPoint Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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