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Disclosery

American Trust: VUG position timeline

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

American Trust held 772,322 VUG 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 772,322 shares
    Change vs previous 13F +633,433 shares

    5.13% of the 13F portfolio, value $66,527,873.

    13F-HR 0001905128-26-000005 filed by American Trust
    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 138,889 shares
    Change vs previous 13F +30,032 shares

    5.36% of the 13F portfolio, value $60,665,549.

    13F-HR 0001905128-26-000004 filed by American Trust
    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 108,857 shares
    Change vs previous 13F +9,106 shares

    4.46% of the 13F portfolio, value $53,106,911.

    13F-HR 0001905128-26-000002 filed by American Trust
    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 99,751 shares
    Change vs previous 13F +96,967 shares

    4.04% of the 13F portfolio, value $47,841,322.

    13F-HR 0001905128-25-000010 filed by American Trust
    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 2,784 shares
    Change vs previous 13F +2,784 shares

    0.11% of the 13F portfolio, value $1,220,544.

    13F-HR 0001905128-25-000007 filed by American Trust
    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 0 shares
    Change vs previous 13F -3,446 shares

    13F-HR 0001905128-25-000004 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 3,446 shares
    Change vs previous 13F +85 shares

    0.11% of the 13F portfolio, value $1,414,192.

    13F-HR 0001905128-25-000002 filed by American Trust
    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 3,361 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,290,447.

    13F-HR 0001905128-24-000008 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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