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Disclosery

D.A. DAVIDSON & CO.: VUG position timeline

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

D.A. DAVIDSON & CO. held 10,927,884 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,927,884 shares
    Change vs previous 13F +9,116,675 shares

    5.2% of the 13F portfolio, value $941,327,937.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 1,811,209 shares
    Change vs previous 13F +37,840 shares

    4.8% of the 13F portfolio, value $791,117,973.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 1,773,369 shares
    Change vs previous 13F -604 shares

    5.3% of the 13F portfolio, value $865,155,819.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 1,773,973 shares
    Change vs previous 13F +15,636 shares

    5.44% of the 13F portfolio, value $850,815,334.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 1,758,337 shares
    Change vs previous 13F +45,008 shares

    5.43% of the 13F portfolio, value $770,854,927.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 1,713,329 shares
    Change vs previous 13F -26,400 shares

    5.1% of the 13F portfolio, value $635,336,986.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 1,739,729 shares
    Change vs previous 13F -11,619 shares

    5.81% of the 13F portfolio, value $714,054,377.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 1,751,348 shares
    Change vs previous 13F not available

    5.55% of the 13F portfolio, value $672,395,134.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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