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Disclosery

Caprock Group, LLC: VUG position timeline

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

Caprock Group, LLC held 233,600 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 233,600 shares
    Change vs previous 13F +198,044 shares

    0.39% of the 13F portfolio, value $20,120,287.

    13F-HR 0001610769-26-000003 filed by Caprock Group, LLC
    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 35,556 shares
    Change vs previous 13F +10,091 shares

    0.38% of the 13F portfolio, value $15,530,858.

    13F-HR 0001610769-26-000002 filed by Caprock Group, LLC
    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 25,465 shares
    Change vs previous 13F -530 shares

    0.26% of the 13F portfolio, value $12,423,436.

    13F-HR 0001610769-26-000001 filed by Caprock Group, LLC
    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 25,995 shares
    Change vs previous 13F -1,967 shares

    0.29% of the 13F portfolio, value $11,921,891.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 27,962 shares
    Change vs previous 13F +9,939 shares

    0.32% of the 13F portfolio, value $10,369,176.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 18,023 shares
    Change vs previous 13F -4,552 shares

    0.24% of the 13F portfolio, value $7,397,385.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 22,575 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,667,278.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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