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Disciplined Investors, L.L.C.: VUG position timeline

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

Disciplined Investors, L.L.C. held 160,363 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,363 shares
    Change vs previous 13F +139,386 shares

    6.91% of the 13F portfolio, value $13,813,685.

    13F-HR 0001951757-26-001221 filed by Disciplined Investors, L.L.C.
    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 20,977 shares
    Change vs previous 13F +1,947 shares

    5.45% of the 13F portfolio, value $9,162,433.

    13F-HR 0001951757-26-000828 filed by Disciplined Investors, L.L.C.
    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 19,030 shares
    Change vs previous 13F +1,477 shares

    6.09% of the 13F portfolio, value $9,283,839.

    13F-HR 0001951757-26-000409 filed by Disciplined Investors, L.L.C.
    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 17,553 shares
    Change vs previous 13F +1,864 shares

    5.99% of the 13F portfolio, value $8,418,834.

    13F-HR 0001951757-25-001434 filed by Disciplined Investors, L.L.C.
    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 15,689 shares
    Change vs previous 13F +2,482 shares

    5.36% of the 13F portfolio, value $6,878,108.

    13F-HR 0001951757-25-001042 filed by Disciplined Investors, L.L.C.
    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 13,207 shares
    Change vs previous 13F +2,456 shares

    4.42% of the 13F portfolio, value $4,897,462.

    13F-HR 0001951757-25-000535 filed by Disciplined Investors, L.L.C.
    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 10,751 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $4,359,553.

    13F-HR 0001951757-25-000247 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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