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Disclosery

Blue Trust, Inc.: VUSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Trust, Inc. on VUSB, newest first. How the timeline and the estimate are built.

Blue Trust, Inc. held 1,558,474 VUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,558,474 shares
    Change vs previous 13F -449,735 shares

    0.81% of the 13F portfolio, value $77,580,816.

    13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
    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 2,008,209 shares
    Change vs previous 13F +63,160 shares

    1.14% of the 13F portfolio, value $99,978,726.

    13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
    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 1,945,049 shares
    Change vs previous 13F -71,161 shares

    1.1% of the 13F portfolio, value $96,941,219.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    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 2,016,210 shares
    Change vs previous 13F +157,980 shares

    1.13% of the 13F portfolio, value $100,800,420.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    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 1,858,230 shares
    Change vs previous 13F +131,586 shares

    1.09% of the 13F portfolio, value $92,660,654.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    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 1,726,644 shares
    Change vs previous 13F +103,754 shares

    1.1% of the 13F portfolio, value $86,081,860.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    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/A 1,622,890 shares
    Change vs previous 13F +73,904 shares

    1.03% of the 13F portfolio, value $80,527,825.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    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 1,548,986 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $76,705,793.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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