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Disclosery

Aspen Grove Capital, LLC: VUG position timeline

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

Aspen Grove Capital, LLC held 45,747 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 45,747 shares
    Change vs previous 13F +38,083 shares

    0.57% of the 13F portfolio, value $3,941,047.

    13F-HR 0001806027-26-000008 filed by Aspen Grove Capital, 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 7,664 shares
    Change vs previous 13F +7 shares

    0.65% of the 13F portfolio, value $3,349,563.

    13F-HR 0001806027-26-000006 filed by Aspen Grove Capital, 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 7,657 shares
    Change vs previous 13F -69 shares

    0.65% of the 13F portfolio, value $3,737,300.

    13F-HR 0001806027-26-000002 filed by Aspen Grove Capital, 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 7,726 shares
    Change vs previous 13F -134 shares

    0.62% of the 13F portfolio, value $3,711,197.

    13F-HR 0001806027-25-000003 filed by Aspen Grove Capital, 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 7,860 shares
    Change vs previous 13F -450 shares

    0.59% of the 13F portfolio, value $3,450,948.

    13F-HR 0001085146-25-005248 filed by Aspen Grove Capital, 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 8,310 shares
    Change vs previous 13F -320 shares

    0.59% of the 13F portfolio, value $3,082,496.

    13F-HR 0001085146-25-003149 filed by Aspen Grove Capital, 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 8,630 shares
    Change vs previous 13F +615 shares

    0.75% of the 13F portfolio, value $3,543,356.

    13F-HR 0001085146-25-001466 filed by Aspen Grove Capital, 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 8,015 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,078,124.

    13F-HR 0001085146-24-005621 filed by Aspen Grove Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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