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Affinity Capital Advisors, LLC: VUG position timeline

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

Affinity Capital Advisors, LLC held 841,422 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 841,422 shares
    Change vs previous 13F +704,512 shares

    9.01% of the 13F portfolio, value $72,934,432.

    13F-HR 0001810023-26-000004 filed by Affinity Capital Advisors, 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 136,910 shares
    Change vs previous 13F +1,731 shares

    8.39% of the 13F portfolio, value $59,800,864.

    13F-HR 0001810023-26-000002 filed by Affinity Capital Advisors, 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 135,179 shares
    Change vs previous 13F +6,167 shares

    9.13% of the 13F portfolio, value $65,948,539.

    13F-HR 0001810023-26-000001 filed by Affinity Capital Advisors, 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 129,012 shares
    Change vs previous 13F +2,348 shares

    9.58% of the 13F portfolio, value $62,349,007.

    13F-HR 0001085146-25-005856 filed by Affinity Capital Advisors, 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 126,664 shares
    Change vs previous 13F -640 shares

    9.55% of the 13F portfolio, value $55,529,626.

    13F-HR 0001085146-25-003684 filed by Affinity Capital Advisors, 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 127,304 shares
    Change vs previous 13F -8,384 shares

    9.09% of the 13F portfolio, value $45,854,901.

    13F-HR 0001085146-25-002129 filed by Affinity Capital Advisors, 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 135,688 shares
    Change vs previous 13F +5,519 shares

    10.54% of the 13F portfolio, value $56,048,572.

    13F-HR 0001085146-25-000176 filed by Affinity Capital Advisors, 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 130,169 shares
    Change vs previous 13F not available

    9.68% of the 13F portfolio, value $49,975,674.

    13F-HR 0001085146-24-004660 filed by Affinity Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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