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CHARTIST INC /CA/: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHARTIST INC /CA/ on VUG, newest first. How the timeline and the estimate are built.

CHARTIST INC /CA/ held 2,982 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,982 shares
    Change vs previous 13F +2,485 shares

    0.16% of the 13F portfolio, value $256,869.

    13F-HR 0001129770-26-000003 filed by CHARTIST INC /CA/
    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 497 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $217,085.

    13F-HR 0001129770-26-000002 filed by CHARTIST INC /CA/
    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 497 shares
    Change vs previous 13F -72 shares

    0.16% of the 13F portfolio, value $242,466.

    13F-HR 0001129770-26-000001 filed by CHARTIST INC /CA/
    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 569 shares
    Change vs previous 13F -431 shares

    0.19% of the 13F portfolio, value $272,898.

    13F-HR 0001129770-25-000008 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,000 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $410,440.

    13F-HR 0001129770-25-000001 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,000 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $383,930.

    13F-HR 0001129770-24-000004 filed by CHARTIST INC /CA/
    Filed (acceptance time not in the bulk data set), ingested

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