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CPA Asset Management Group, LLC: VGVT position timeline

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

CPA Asset Management Group, LLC held 21,504 VGVT shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,504 shares
    Change vs previous 13F -184,411 shares

    0.47% of the 13F portfolio, value $1,618,381.

    13F-HR 0001963967-26-000006 filed by CPA Asset Management 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 205,915 shares
    Change vs previous 13F +47,468 shares

    5.22% of the 13F portfolio, value $15,577,470.

    13F-HR 0001963967-26-000005 filed by CPA Asset Management 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 158,447 shares
    Change vs previous 13F +104,363 shares

    4.23% of the 13F portfolio, value $12,049,103.

    13F-HR 0001963967-26-000001 filed by CPA Asset Management 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 54,084 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $4,130,736.

    13F-HR 0001963967-25-000009 filed by CPA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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