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Disclosery

DIVERSIFIED TRUST CO: VUG position timeline

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

DIVERSIFIED TRUST CO held 38,372 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,372 shares
    Change vs previous 13F +31,362 shares

    0.05% of the 13F portfolio, value $3,305,436.

    13F-HR 0001479844-26-000007 filed by DIVERSIFIED TRUST 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 7,010 shares
    Change vs previous 13F +910 shares

    0.06% of the 13F portfolio, value $3,062,096.

    13F-HR 0001479844-26-000006 filed by DIVERSIFIED TRUST 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 6,100 shares
    Change vs previous 13F -1,218 shares

    0.05% of the 13F portfolio, value $2,976,138.

    13F-HR 0001479844-26-000004 filed by DIVERSIFIED TRUST 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 7,318 shares
    Change vs previous 13F -6,077 shares

    0.07% of the 13F portfolio, value $3,509,921.

    13F-HR 0001479844-25-000015 filed by DIVERSIFIED TRUST 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 13,395 shares
    Change vs previous 13F +1,966 shares

    0.13% of the 13F portfolio, value $5,872,562.

    13F-HR 0001479844-25-000008 filed by DIVERSIFIED TRUST 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 11,429 shares
    Change vs previous 13F -61 shares

    0.1% of the 13F portfolio, value $4,238,176.

    13F-HR 0001479844-25-000007 filed by DIVERSIFIED TRUST 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 11,490 shares
    Change vs previous 13F +79 shares

    0.11% of the 13F portfolio, value $4,716,007.

    13F-HR 0001479844-25-000001 filed by DIVERSIFIED TRUST 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 11,411 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,381,047.

    13F-HR 0001479844-24-000010 filed by DIVERSIFIED TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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