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Anchor Investment Management, LLC: VUG position timeline

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

Anchor Investment Management, LLC held 61,923 VUG shares at 2026-06-30 per its 13F-HR filed 2026-09-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,923 shares
    Change vs previous 13F +52,888 shares

    0.4% of the 13F portfolio, value $5,334,041.

    13F-HR 0001634149-26-000005 filed by Anchor Investment Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 9,035 shares
    Change vs previous 13F +35 shares

    0.33% of the 13F portfolio, value $3,946,313.

    13F-HR 0001634149-26-000002 filed by Anchor 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 9,000 shares
    Change vs previous 13F +916 shares

    0.36% of the 13F portfolio, value $4,390,783.

    13F-HR 0001634149-26-000001 filed by Anchor 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 8,084 shares
    Change vs previous 13F +1,787 shares

    0.32% of the 13F portfolio, value $3,877,231.

    13F-HR 0001634149-25-000008 filed by Anchor 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 6,297 shares
    Change vs previous 13F +275 shares

    0.24% of the 13F portfolio, value $2,760,749.

    13F-HR 0001634149-25-000005 filed by Anchor 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 6,022 shares
    Change vs previous 13F +382 shares

    0.21% of the 13F portfolio, value $2,233,205.

    13F-HR 0001634149-25-000003 filed by Anchor 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 5,640 shares
    Change vs previous 13F +893 shares

    0.22% of the 13F portfolio, value $2,314,720.

    13F-HR 0001634149-25-000001 filed by Anchor 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 4,747 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,822,633.

    13F-HR 0001634149-24-000040 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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