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Disclosery

XY Planning Network, Inc.: VUG position timeline

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

XY Planning Network, Inc. held 178,651 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,651 shares
    Change vs previous 13F +161,447 shares

    1.93% of the 13F portfolio, value $15,389,001.

    13F-HR 0001754960-26-000525 filed by XY Planning Network, 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 17,204 shares
    Change vs previous 13F +2,858 shares

    1.21% of the 13F portfolio, value $7,596,180.

    13F-HR 0001754960-26-000253 filed by XY Planning Network, Inc.
    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 14,346 shares
    Change vs previous 13F +2,268 shares

    1.22% of the 13F portfolio, value $6,999,154.

    13F-HR 0001754960-26-000116 filed by XY Planning Network, 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 12,078 shares
    Change vs previous 13F 0 shares

    1.8% of the 13F portfolio, value $5,294,922.

    13F-HR 0001754960-25-000789 filed by XY Planning Network, 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 12,078 shares
    Change vs previous 13F +1,946 shares

    1.8% of the 13F portfolio, value $5,294,922.

    13F-HR 0001754960-25-000409 filed by XY Planning Network, 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 10,132 shares
    Change vs previous 13F -586 shares

    2.51% of the 13F portfolio, value $3,757,202.

    13F-HR 0001754960-25-000233 filed by XY Planning Network, 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 10,718 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $4,399,124.

    13F-HR 0001754960-25-000155 filed by XY Planning Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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