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Valeo Financial Advisors, LLC: VGIT position timeline

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

Valeo Financial Advisors, LLC held 1,437,865 VGIT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,437,865 shares
    Change vs previous 13F -296,451 shares

    1.62% of the 13F portfolio, value $76,874,381.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,734,316 shares
    Change vs previous 13F -255,418 shares

    1.97% of the 13F portfolio, value $93,279,539.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    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 1,989,734 shares
    Change vs previous 13F +124,289 shares

    2.62% of the 13F portfolio, value $109,336,226.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,865,445 shares
    Change vs previous 13F +232,537 shares

    2.3% of the 13F portfolio, value $103,488,346.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,632,908 shares
    Change vs previous 13F +112,486 shares

    2.24% of the 13F portfolio, value $98,023,493.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 1,520,422 shares
    Change vs previous 13F +33,164 shares

    2.24% of the 13F portfolio, value $90,935,498.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    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 1,487,258 shares
    Change vs previous 13F +84,262 shares

    2.47% of the 13F portfolio, value $88,342,868.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,402,996 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $81,373,783.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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