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Disclosery

Vision Retirement, LLC: VUG position timeline

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

Vision Retirement, LLC held 24,421 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,421 shares
    Change vs previous 13F +20,236 shares

    0.51% of the 13F portfolio, value $2,103,632.

    13F-HR 0002069023-26-000003 filed by Vision Retirement, 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 4,185 shares
    Change vs previous 13F +3,655 shares

    0.52% of the 13F portfolio, value $1,828,062.

    13F-HR 0002069023-26-000001 filed by Vision Retirement, 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 530 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $258,607.

    13F-HR 0002069023-26-000002 filed by Vision Retirement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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