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Disclosery

Athena Investment Management: VUG position timeline

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

Athena Investment Management held 23,450 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,450 shares
    Change vs previous 13F +19,607 shares

    1.2% of the 13F portfolio, value $2,019,976.

    13F-HR 0001921093-26-000003 filed by Athena Investment Management
    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 3,843 shares
    Change vs previous 13F +277 shares

    0.87% of the 13F portfolio, value $1,678,549.

    13F-HR 0001921093-26-000002 filed by Athena Investment Management
    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 3,566 shares
    Change vs previous 13F +82 shares

    0.89% of the 13F portfolio, value $1,739,669.

    13F-HR 0001921093-26-000001 filed by Athena Investment Management
    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 3,484 shares
    Change vs previous 13F -7 shares

    0.87% of the 13F portfolio, value $1,670,923.

    13F-HR 0001921093-25-000006 filed by Athena Investment Management
    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 3,491 shares
    Change vs previous 13F +534 shares

    0.86% of the 13F portfolio, value $1,530,419.

    13F-HR 0001921093-25-000004 filed by Athena Investment Management
    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 2,957 shares
    Change vs previous 13F +287 shares

    0.66% of the 13F portfolio, value $1,096,485.

    13F-HR 0001921093-25-000002 filed by Athena Investment Management
    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 2,670 shares
    Change vs previous 13F +250 shares

    0.63% of the 13F portfolio, value $1,095,842.

    13F-HR 0001921093-25-000001 filed by Athena Investment Management
    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 2,420 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $929,080.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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