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Disclosery

Zhang Financial LLC: VUG position timeline

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

Zhang Financial LLC held 393,248 VUG 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 393,248 shares
    Change vs previous 13F +331,304 shares

    0.99% of the 13F portfolio, value $33,874,398.

    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 61,944 shares
    Change vs previous 13F +11,147 shares

    0.94% of the 13F portfolio, value $27,056,427.

    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 50,797 shares
    Change vs previous 13F +15,555 shares

    0.92% of the 13F portfolio, value $24,781,875.

    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 35,242 shares
    Change vs previous 13F +10,518 shares

    0.69% of the 13F portfolio, value $16,902,350.

    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 24,724 shares
    Change vs previous 13F +10,465 shares

    0.5% of the 13F portfolio, value $10,839,257.

    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 14,259 shares
    Change vs previous 13F +4,129 shares

    0.28% of the 13F portfolio, value $5,287,740.

    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 10,130 shares
    Change vs previous 13F +24 shares

    0.24% of the 13F portfolio, value $4,157,849.

    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 10,106 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,880,048.

    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).