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Great Diamond Partners, LLC: VUG position timeline

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

Great Diamond Partners, LLC held 96,896 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 96,896 shares
    Change vs previous 13F -1,064 shares

    1.47% of the 13F portfolio, value $8,731,299.

    13F-HR 0001172661-26-004501 filed by Great Diamond Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 97,960 shares
    Change vs previous 13F +81,605 shares

    1.45% of the 13F portfolio, value $8,438,274.

    13F-HR 0001172661-26-002658 filed by Great Diamond Partners, LLC
    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 16,355 shares
    Change vs previous 13F -13,968 shares

    1.38% of the 13F portfolio, value $7,143,700.

    13F-HR 0001172661-26-001739 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 30,323 shares
    Change vs previous 13F -954 shares

    2.85% of the 13F portfolio, value $14,793,379.

    13F-HR 0001172661-26-000514 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 31,277 shares
    Change vs previous 13F -2,557 shares

    2.91% of the 13F portfolio, value $15,000,762.

    13F-HR 0001172661-25-004336 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 33,834 shares
    Change vs previous 13F +23 shares

    3.13% of the 13F portfolio, value $14,832,826.

    13F-HR 0001172661-25-003158 filed by Great Diamond Partners, LLC
    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 33,811 shares
    Change vs previous 13F -966 shares

    3.43% of the 13F portfolio, value $12,537,795.

    13F-HR 0001172661-25-001768 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 34,777 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $14,273,872.

    13F-HR 0001172661-25-000333 filed by Great Diamond Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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