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Agate Pass Investment Management, LLC: VUG position timeline

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

Agate Pass Investment Management, LLC held 113,467 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 113,467 shares
    Change vs previous 13F +91,690 shares

    3.6% of the 13F portfolio, value $9,774,004.

    13F-HR 0001900409-26-000003 filed by Agate Pass Investment 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 21,777 shares
    Change vs previous 13F -460 shares

    3.72% of the 13F portfolio, value $9,511,978.

    13F-HR 0001900409-26-000002 filed by Agate Pass Investment 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 22,237 shares
    Change vs previous 13F +2,653 shares

    4.03% of the 13F portfolio, value $10,848,488.

    13F-HR 0001900409-26-000001 filed by Agate Pass Investment 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 19,584 shares
    Change vs previous 13F +6,450 shares

    3.57% of the 13F portfolio, value $9,392,459.

    13F-HR 0001900409-25-000008 filed by Agate Pass Investment 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 13,134 shares
    Change vs previous 13F -7,394 shares

    2.36% of the 13F portfolio, value $5,758,047.

    13F-HR 0001900409-25-000004 filed by Agate Pass Investment 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 20,528 shares
    Change vs previous 13F +1,034 shares

    3.26% of the 13F portfolio, value $7,612,278.

    13F-HR 0001900409-25-000003 filed by Agate Pass Investment 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 19,494 shares
    Change vs previous 13F +4,569 shares

    3.62% of the 13F portfolio, value $8,001,037.

    13F-HR 0001900409-25-000001 filed by Agate Pass Investment 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 14,925 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $5,730,313.

    13F-HR 0001900409-24-000006 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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