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Advisors Capital Management, LLC: VUG position timeline

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

Advisors Capital Management, LLC held 1,407,673 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,407,673 shares
    Change vs previous 13F +1,188,601 shares

    1.28% of the 13F portfolio, value $121,257,036.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, 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 219,072 shares
    Change vs previous 13F +30,220 shares

    1.12% of the 13F portfolio, value $95,688,880.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, 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 188,852 shares
    Change vs previous 13F +18,684 shares

    1.08% of the 13F portfolio, value $92,133,816.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, 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 170,168 shares
    Change vs previous 13F +16,639 shares

    1.01% of the 13F portfolio, value $81,614,567.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, 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 153,529 shares
    Change vs previous 13F +17,690 shares

    0.92% of the 13F portfolio, value $67,307,261.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, 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 135,839 shares
    Change vs previous 13F +69,920 shares

    0.78% of the 13F portfolio, value $50,372,017.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, 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 65,919 shares
    Change vs previous 13F +6,563 shares

    0.43% of the 13F portfolio, value $27,056,091.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, 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 59,356 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $22,789,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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