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Disclosery

Cape Investment Advisory, Inc.: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cape Investment Advisory, Inc. on VIG, newest first. How the timeline and the estimate are built.

Cape Investment Advisory, Inc. held 2,134 VIG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,134 shares
    Change vs previous 13F +37 shares

    0.13% of the 13F portfolio, value $497,939.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,097 shares
    Change vs previous 13F -30 shares

    0.13% of the 13F portfolio, value $496,172.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,127 shares
    Change vs previous 13F +251 shares

    0.15% of the 13F portfolio, value $457,346.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,876 shares
    Change vs previous 13F +11 shares

    0.13% of the 13F portfolio, value $412,373.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,865 shares
    Change vs previous 13F -609 shares

    0.4% of the 13F portfolio, value $402,448.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,474 shares
    Change vs previous 13F +197 shares

    0.18% of the 13F portfolio, value $506,433.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,277 shares
    Change vs previous 13F -41 shares

    0.18% of the 13F portfolio, value $441,790.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,318 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $453,939.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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