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Capital Management Associates, Inc: VUG position timeline

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

Capital Management Associates, Inc held 108,116 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,116 shares
    Change vs previous 13F +91,656 shares

    1.87% of the 13F portfolio, value $9,313,096.

    13F-HR 0002008851-26-000004 filed by Capital Management Associates, 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 16,460 shares
    Change vs previous 13F +833 shares

    1.63% of the 13F portfolio, value $7,189,749.

    13F-HR 0002008851-26-000002 filed by Capital Management Associates, 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 15,627 shares
    Change vs previous 13F +7,716 shares

    1.69% of the 13F portfolio, value $7,623,858.

    13F-HR 0002008851-26-000001 filed by Capital Management Associates, 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 7,911 shares
    Change vs previous 13F +474 shares

    1.03% of the 13F portfolio, value $3,794,173.

    13F-HR 0002008851-25-000002 filed by Capital Management Associates, 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 7,437 shares
    Change vs previous 13F +3,719 shares

    1.03% of the 13F portfolio, value $3,260,597.

    13F-HR 0001085146-25-004085 filed by Capital Management Associates, 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 3,718 shares
    Change vs previous 13F +347 shares

    0.31% of the 13F portfolio, value $1,378,340.

    13F-HR 0001085146-25-002468 filed by Capital Management Associates, 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 3,371 shares
    Change vs previous 13F +1,975 shares

    0.52% of the 13F portfolio, value $1,383,437.

    13F-HR 0001085146-25-000527 filed by Capital Management Associates, 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 1,396 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $535,920.

    13F-HR 0001085146-24-005097 filed by Capital Management Associates, Inc
    Filed (acceptance time not in the bulk data set), ingested

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