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Virginia Estate & Retirement Planning Advisors Inc.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Virginia Estate & Retirement Planning Advisors Inc. on VUG, newest first. How the timeline and the estimate are built.

Virginia Estate & Retirement Planning Advisors Inc. held 2,107 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,107 shares
    Change vs previous 13F -115 shares

    0.24% of the 13F portfolio, value $189,862.

    13F-HR 0002115327-26-000005 filed by Virginia Estate & Retirement Planning Advisors Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,222 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $191,403.

    13F-HR 0002115327-26-000003 filed by Virginia Estate & Retirement Planning Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).