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Disclosery

Valley Financial Group, Inc.: VUG position timeline

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

Valley Financial Group, Inc. held 2,615 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 2,615 shares
    Change vs previous 13F +2,615 shares

    0.11% of the 13F portfolio, value $225,233.

    13F-HR 0002010327-26-000004 filed by Valley Financial Group, Inc.
    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 0 shares
    Change vs previous 13F -432 shares

    13F-HR 0002010327-26-000002 filed by Valley Financial Group, Inc.
    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.

  3. period ended2025-12-31
    13F 432 shares
    Change vs previous 13F -60 shares

    0.12% of the 13F portfolio, value $210,681.

    13F-HR 0002010327-26-000001 filed by Valley Financial Group, Inc.
    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 492 shares
    Change vs previous 13F -57 shares

    0.13% of the 13F portfolio, value $236,021.

    13F-HR 0002010327-25-000006 filed by Valley Financial Group, Inc.
    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 549 shares
    Change vs previous 13F -60 shares

    0.15% of the 13F portfolio, value $240,707.

    13F-HR 0002010327-25-000003 filed by Valley Financial Group, Inc.
    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 609 shares
    Change vs previous 13F -3 shares

    0.15% of the 13F portfolio, value $225,851.

    13F-HR 0002010327-25-000002 filed by Valley Financial Group, Inc.
    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 612 shares
    Change vs previous 13F +22 shares

    0.17% of the 13F portfolio, value $251,189.

    13F-HR 0002010327-25-000001 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 590 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $226,519.

    13F-HR 0002010327-24-000005 filed by Valley Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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