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Disclosery

Advance Capital Management, Inc.: VUG position timeline

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

Advance Capital Management, Inc. held 40,168 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,168 shares
    Change vs previous 13F +33,846 shares

    0.11% of the 13F portfolio, value $3,460,051.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, 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 6,322 shares
    Change vs previous 13F -298 shares

    0.1% of the 13F portfolio, value $2,761,467.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, 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 6,620 shares
    Change vs previous 13F -864 shares

    0.14% of the 13F portfolio, value $3,229,777.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, 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 7,484 shares
    Change vs previous 13F +14 shares

    0.16% of the 13F portfolio, value $3,589,327.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, 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 7,470 shares
    Change vs previous 13F -98 shares

    0.15% of the 13F portfolio, value $3,274,670.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, 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 7,568 shares
    Change vs previous 13F -209 shares

    0.13% of the 13F portfolio, value $2,806,412.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, 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 7,777 shares
    Change vs previous 13F -45 shares

    0.15% of the 13F portfolio, value $3,191,921.

    13F-HR 0001536029-25-000001 filed by Advance Capital Management, Inc.
    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 7,822 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,002,930.

    13F-HR 0001536029-24-000006 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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