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Aptus Capital Advisors, LLC: VGSH position timeline

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

Aptus Capital Advisors, LLC held 97,751 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,751 shares
    Change vs previous 13F -1,042,946 shares

    0.04% of the 13F portfolio, value $5,689,108.

    13F-HR 0001398344-26-014189 filed by Aptus 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 1,140,697 shares
    Change vs previous 13F +1,052,413 shares

    0.56% of the 13F portfolio, value $66,776,402.

    13F-HR 0001398344-26-008931 filed by Aptus 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 88,284 shares
    Change vs previous 13F +4,016 shares

    0.04% of the 13F portfolio, value $5,184,919.

    13F-HR 0001398344-26-003004 filed by Aptus 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 84,268 shares
    Change vs previous 13F +1,506 shares

    0.05% of the 13F portfolio, value $4,959,172.

    13F-HR 0001398344-25-020792 filed by Aptus 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 82,762 shares
    Change vs previous 13F +5,182 shares

    0.05% of the 13F portfolio, value $4,864,753.

    13F-HR 0001398344-25-014888 filed by Aptus 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 77,580 shares
    Change vs previous 13F -43,909 shares

    0.05% of the 13F portfolio, value $4,553,167.

    13F-HR 0001398344-25-009294 filed by Aptus 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 121,489 shares
    Change vs previous 13F +8,356 shares

    0.08% of the 13F portfolio, value $7,068,222.

    13F-HR 0001398344-25-002922 filed by Aptus 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 113,133 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,677,109.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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