Skip to content
Disclosery

Idaho Trust Co: VUG position timeline

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

Idaho Trust Co held 67,097 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,097 shares
    Change vs previous 13F +55,971 shares

    1.69% of the 13F portfolio, value $5,779,610.

    13F-HR 0001568069-26-000008 filed by Idaho 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 11,126 shares
    Change vs previous 13F -2,971 shares

    1.58% of the 13F portfolio, value $4,859,505.

    13F-HR 0001568069-26-000004 filed by Idaho 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 14,097 shares
    Change vs previous 13F -2,498 shares

    2.28% of the 13F portfolio, value $6,877,121.

    13F-HR 0001568069-26-000001 filed by Idaho 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 16,595 shares
    Change vs previous 13F +3,589 shares

    2.68% of the 13F portfolio, value $7,958,874.

    13F-HR 0001568069-25-000005 filed by Idaho 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 13,006 shares
    Change vs previous 13F +2,162 shares

    2.04% of the 13F portfolio, value $5,701,623.

    13F-HR 0001085146-25-005029 filed by Idaho 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 10,844 shares
    Change vs previous 13F -53 shares

    1.64% of the 13F portfolio, value $4,021,102.

    13F-HR 0001085146-25-003073 filed by Idaho 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 10,897 shares
    Change vs previous 13F -1,078 shares

    2.25% of the 13F portfolio, value $4,472,493.

    13F-HR 0001085146-25-000913 filed by Idaho 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 11,975 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $4,597,368.

    13F-HR 0001085146-24-005695 filed by Idaho Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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