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Disclosery

Bell Bank: VUG position timeline

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

Bell Bank held 3,599,467 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,599,467 shares
    Change vs previous 13F +2,991,387 shares

    11.83% of the 13F portfolio, value $310,058,088.

    13F-HR 0001062993-26-003684 filed by Bell Bank
    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 608,080 shares
    Change vs previous 13F +17,440 shares

    11.26% of the 13F portfolio, value $265,603,264.

    13F-HR 0001062993-26-002112 filed by Bell Bank
    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 590,640 shares
    Change vs previous 13F +22,343 shares

    12.31% of the 13F portfolio, value $288,149,631.

    13F-HR 0001062993-26-000244 filed by Bell Bank
    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 568,297 shares
    Change vs previous 13F -17,972 shares

    11.81% of the 13F portfolio, value $272,560,924.

    13F-HR 0001062993-25-016244 filed by Bell Bank
    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 586,269 shares
    Change vs previous 13F +25,849 shares

    11.98% of the 13F portfolio, value $257,020,330.

    13F-HR 0001062993-25-012735 filed by Bell Bank
    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 560,420 shares
    Change vs previous 13F not available

    11.22% of the 13F portfolio, value $207,814,945.

    13F-HR 0001062993-25-007666 filed by Bell Bank
    Filed (acceptance time not in the bulk data set), ingested

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