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Certified Advisory Corp: VUG position timeline

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

Certified Advisory Corp held 580,439 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 580,439 shares
    Change vs previous 13F +484,377 shares

    4.03% of the 13F portfolio, value $49,996,616.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 96,062 shares
    Change vs previous 13F +2,849 shares

    3.76% of the 13F portfolio, value $41,954,170.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 93,213 shares
    Change vs previous 13F +602 shares

    4.14% of the 13F portfolio, value $45,474,904.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 92,611 shares
    Change vs previous 13F -3,574 shares

    4.22% of the 13F portfolio, value $44,417,112.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 96,185 shares
    Change vs previous 13F +491 shares

    4.38% of the 13F portfolio, value $42,166,883.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 95,694 shares
    Change vs previous 13F -2,065 shares

    4.02% of the 13F portfolio, value $35,485,166.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 97,759 shares
    Change vs previous 13F -885 shares

    4.35% of the 13F portfolio, value $40,124,217.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 98,644 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $37,872,362.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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