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Aegis Wealth Management LLC: VGSH position timeline

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

Aegis Wealth Management LLC held 76,909 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,909 shares
    Change vs previous 13F -4,255 shares

    2.11% of the 13F portfolio, value $4,476,104.

    13F-HR 0001628818-26-000004 filed by Aegis Wealth 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 81,164 shares
    Change vs previous 13F +4,670 shares

    2.72% of the 13F portfolio, value $4,751,341.

    13F-HR 0001628818-26-000003 filed by Aegis Wealth 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 76,494 shares
    Change vs previous 13F +9,493 shares

    2.54% of the 13F portfolio, value $4,492,493.

    13F-HR 0001628818-26-000001 filed by Aegis Wealth 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 67,001 shares
    Change vs previous 13F -10,794 shares

    2.11% of the 13F portfolio, value $3,943,009.

    13F-HR 0001628818-25-000004 filed by Aegis Wealth 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 77,795 shares
    Change vs previous 13F 0 shares

    2.74% of the 13F portfolio, value $4,565,789.

    13F-HR 0001085146-25-004679 filed by Aegis Wealth 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 77,795 shares
    Change vs previous 13F +2,048 shares

    2.68% of the 13F portfolio, value $4,565,789.

    13F-HR 0001085146-25-002751 filed by Aegis Wealth 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 75,747 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $4,406,961.

    13F-HR 0001085146-25-001819 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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