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Disclosery

Cape Investment Advisory, Inc.: VUG position timeline

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

Cape Investment Advisory, Inc. held 8,774 VUG 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 8,774 shares
    Change vs previous 13F -63 shares

    0.2% of the 13F portfolio, value $790,641.

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

  2. period ended2026-06-30
    13F 8,837 shares
    Change vs previous 13F +7,333 shares

    0.2% of the 13F portfolio, value $761,213.

    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 1,504 shares
    Change vs previous 13F +294 shares

    0.22% of the 13F portfolio, value $656,821.

    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 1,210 shares
    Change vs previous 13F +470 shares

    0.18% of the 13F portfolio, value $590,412.

    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 740 shares
    Change vs previous 13F -338 shares

    0.35% of the 13F portfolio, value $354,822.

    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 1,078 shares
    Change vs previous 13F -80 shares

    0.17% of the 13F portfolio, value $472,741.

    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 1,158 shares
    Change vs previous 13F +673 shares

    0.17% of the 13F portfolio, value $429,331.

    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 485 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $199,174.

    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).