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Disclosery

CX Institutional: VUG position timeline

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

CX Institutional held 60,344 VUG 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 60,344 shares
    Change vs previous 13F -472 shares

    0.15% of the 13F portfolio, value $5,438,000.

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

  2. period ended2026-06-30
    13F 60,816 shares
    Change vs previous 13F +50,203 shares

    0.15% of the 13F portfolio, value $5,239,000.

    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 10,613 shares
    Change vs previous 13F -2,431 shares

    0.14% of the 13F portfolio, value $4,636,000.

    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 13,044 shares
    Change vs previous 13F -820 shares

    0.19% of the 13F portfolio, value $6,364,000.

    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 13,864 shares
    Change vs previous 13F -448 shares

    0.2% of the 13F portfolio, value $6,649,000.

    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 14,312 shares
    Change vs previous 13F -18,489 shares

    0.22% of the 13F portfolio, value $6,274,000.

    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 32,801 shares
    Change vs previous 13F +7,896 shares

    0.46% of the 13F portfolio, value $12,163,000.

    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 24,905 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $10,222,280.

    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).