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Disclosery

Tandem Financial, LLC: VUG position timeline

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

Tandem Financial, LLC held 15,630 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,630 shares
    Change vs previous 13F +12,963 shares

    0.43% of the 13F portfolio, value $1,346,336.

    13F-HR 0001420506-26-001637 filed by Tandem 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 ended2026-03-31
    13F 2,667 shares
    Change vs previous 13F +2,667 shares

    0.39% of the 13F portfolio, value $1,164,885.

    13F-HR 0001420506-26-000867 filed by Tandem 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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,177 shares

    13F-HR 0001420506-26-000250 filed by Tandem Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 2,177 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,045,421.

    13F-HR 0001420506-25-002960 filed by Tandem Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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