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CX Institutional: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CX Institutional on VBR, newest first. How the timeline and the estimate are built.

CX Institutional held 32,187 VBR shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,187 shares
    Change vs previous 13F +1,991 shares

    0.2% of the 13F portfolio, value $7,436,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,196 shares
    Change vs previous 13F +597 shares

    0.21% of the 13F portfolio, value $7,337,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,599 shares
    Change vs previous 13F -20,263 shares

    0.2% of the 13F portfolio, value $6,430,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 49,862 shares
    Change vs previous 13F +1,242 shares

    0.31% of the 13F portfolio, value $10,560,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 48,620 shares
    Change vs previous 13F +509 shares

    0.31% of the 13F portfolio, value $10,147,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 48,111 shares
    Change vs previous 13F +12,194 shares

    0.33% of the 13F portfolio, value $9,382,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 35,917 shares
    Change vs previous 13F +8,392 shares

    0.25% of the 13F portfolio, value $6,691,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 27,525 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,455,007.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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