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Disclosery

HEADINVEST, LLC: VUG position timeline

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

HEADINVEST, LLC held 16,882 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,882 shares
    Change vs previous 13F +13,936 shares

    0.27% of the 13F portfolio, value $1,454,215.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, 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 2,946 shares
    Change vs previous 13F -6 shares

    0.26% of the 13F portfolio, value $1,286,783.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, 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 2,952 shares
    Change vs previous 13F +5 shares

    0.29% of the 13F portfolio, value $1,440,163.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, 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 2,947 shares
    Change vs previous 13F -31 shares

    0.29% of the 13F portfolio, value $1,413,411.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, 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 2,978 shares
    Change vs previous 13F +57 shares

    0.28% of the 13F portfolio, value $1,305,555.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, 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 2,921 shares
    Change vs previous 13F +839 shares

    0.21% of the 13F portfolio, value $1,083,165.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, 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 2,082 shares
    Change vs previous 13F -192 shares

    0.16% of the 13F portfolio, value $854,536.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, 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 2,274 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $873,057.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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