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Disclosery

Advantage Trust Co: VUG position timeline

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

Advantage Trust Co held 313,684 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 313,684 shares
    Change vs previous 13F +261,934 shares

    9.51% of the 13F portfolio, value $27,020,740.

    13F-HR 0002009346-26-000004 filed by Advantage Trust Co
    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 51,750 shares
    Change vs previous 13F +1,428 shares

    10.13% of the 13F portfolio, value $22,603,883.

    13F-HR 0002009346-26-000002 filed by Advantage Trust Co
    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 50,322 shares
    Change vs previous 13F +792 shares

    11.06% of the 13F portfolio, value $24,550,091.

    13F-HR 0002009346-26-000001 filed by Advantage Trust Co
    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 49,530 shares
    Change vs previous 13F +1,281 shares

    10.73% of the 13F portfolio, value $23,755,084.

    13F-HR 0002009346-25-000009 filed by Advantage Trust Co
    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 48,249 shares
    Change vs previous 13F +490 shares

    10.42% of the 13F portfolio, value $21,152,362.

    13F-HR 0002009346-25-000006 filed by Advantage Trust Co
    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 47,759 shares
    Change vs previous 13F -819 shares

    10.73% of the 13F portfolio, value $17,709,993.

    13F-HR 0002009346-25-000004 filed by Advantage Trust Co
    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 48,578 shares
    Change vs previous 13F +4,661 shares

    11.73% of the 13F portfolio, value $19,938,354.

    13F-HR 0002009346-25-000001 filed by Advantage Trust Co
    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 43,917 shares
    Change vs previous 13F not available

    11.45% of the 13F portfolio, value $16,861,053.

    13F-HR 0002009346-24-000004 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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