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Advisors Asset Management, Inc.: VGM position timeline

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

Advisors Asset Management, Inc. held 194,328 VGM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,328 shares
    Change vs previous 13F +351 shares

    0.03% of the 13F portfolio, value $2,059,877.

    13F-HR 0002000324-26-003377 filed by Advisors Asset 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 193,977 shares
    Change vs previous 13F -1,412 shares

    0.03% of the 13F portfolio, value $1,914,553.

    13F-HR 0002000324-26-001941 filed by Advisors Asset 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/A 195,389 shares
    Change vs previous 13F -2,696 shares

    0.03% of the 13F portfolio, value $2,026,184.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset 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/A 198,085 shares
    Change vs previous 13F -3,158 shares

    0.03% of the 13F portfolio, value $2,004,620.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset 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/A 201,243 shares
    Change vs previous 13F -7,372 shares

    0.03% of the 13F portfolio, value $1,909,796.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset 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/A 208,615 shares
    Change vs previous 13F +60,405 shares

    0.04% of the 13F portfolio, value $2,077,805.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset 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/A 148,210 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,496,921.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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