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Disclosery

IEQ CAPITAL, LLC: VUG position timeline

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

IEQ CAPITAL, LLC held 328,480 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 328,480 shares
    Change vs previous 13F +237,250 shares

    0.13% of the 13F portfolio, value $28,295,265.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 91,230 shares
    Change vs previous 13F -135 shares

    0.18% of the 13F portfolio, value $39,848,559.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 91,365 shares
    Change vs previous 13F -2,737 shares

    0.13% of the 13F portfolio, value $44,573,214.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 94,102 shares
    Change vs previous 13F -6,179 shares

    0.14% of the 13F portfolio, value $45,132,249.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 100,281 shares
    Change vs previous 13F -2,156 shares

    0.27% of the 13F portfolio, value $43,963,009.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 102,437 shares
    Change vs previous 13F +9,455 shares

    0.3% of the 13F portfolio, value $37,985,952.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 92,982 shares
    Change vs previous 13F +1,539 shares

    0.37% of the 13F portfolio, value $38,163,688.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 91,443 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $35,107,703.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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