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Zhang Financial LLC: VGT position timeline

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

Zhang Financial LLC held 55,695 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,695 shares
    Change vs previous 13F +49,134 shares

    0.19% of the 13F portfolio, value $6,656,660.

    13F-HR 0001776290-26-000005 filed by Zhang Financial 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 6,561 shares
    Change vs previous 13F +163 shares

    0.16% of the 13F portfolio, value $4,577,575.

    13F-HR 0001776290-26-000004 filed by Zhang Financial 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 6,398 shares
    Change vs previous 13F +78 shares

    0.18% of the 13F portfolio, value $4,822,569.

    13F-HR 0001776290-26-000002 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,320 shares
    Change vs previous 13F +56 shares

    0.19% of the 13F portfolio, value $4,718,714.

    13F-HR 0001776290-25-000006 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,264 shares
    Change vs previous 13F +684 shares

    0.19% of the 13F portfolio, value $4,154,636.

    13F-HR 0001776290-25-000005 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,580 shares
    Change vs previous 13F +557 shares

    0.16% of the 13F portfolio, value $3,026,493.

    13F-HR 0001776290-25-000002 filed by Zhang Financial LLC
    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 5,023 shares
    Change vs previous 13F +106 shares

    0.18% of the 13F portfolio, value $3,123,374.

    13F-HR 0001776290-25-000001 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,917 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,884,050.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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