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Disciplined Investments, LLC: VUG position timeline

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

Disciplined Investments, LLC held 92,456 VUG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 92,456 shares
    Change vs previous 13F +76,741 shares

    2.57% of the 13F portfolio, value $7,964,140.

    13F-HR/A 0001951757-26-001158 filed by Disciplined Investments, 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 15,715 shares
    Change vs previous 13F -76 shares

    2.46% of the 13F portfolio, value $6,863,904.

    13F-HR 0001951757-26-000823 filed by Disciplined Investments, 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 15,791 shares
    Change vs previous 13F -575 shares

    2.96% of the 13F portfolio, value $7,704,001.

    13F-HR 0001951757-26-000368 filed by Disciplined Investments, 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 16,366 shares
    Change vs previous 13F -679 shares

    3.13% of the 13F portfolio, value $7,849,285.

    13F-HR 0001951757-25-001263 filed by Disciplined Investments, LLC
    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 17,045 shares
    Change vs previous 13F -151 shares

    3.16% of the 13F portfolio, value $7,472,454.

    13F-HR 0001951757-25-000992 filed by Disciplined Investments, LLC
    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 17,196 shares
    Change vs previous 13F -352 shares

    2.93% of the 13F portfolio, value $6,376,564.

    13F-HR 0001951757-25-000308 filed by Disciplined Investments, LLC
    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 17,548 shares
    Change vs previous 13F -99 shares

    3.55% of the 13F portfolio, value $7,202,558.

    13F-HR 0001951757-25-000188 filed by Disciplined Investments, LLC
    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 17,647 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $6,775,096.

    13F-HR 0001951757-24-001157 filed by Disciplined Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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