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Disclosery

Jentner Corp: VUG position timeline

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

Jentner Corp held 161,563 VUG shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 161,563 shares
    Change vs previous 13F +1,548 shares

    18.97% of the 13F portfolio, value $70,829,243.

    13F-HR 0001172661-25-002627 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 160,015 shares
    Change vs previous 13F -8,205 shares

    17.76% of the 13F portfolio, value $59,336,782.

    13F-HR 0001172661-25-002024 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 168,220 shares
    Change vs previous 13F -3,042 shares

    20.11% of the 13F portfolio, value $69,044,239.

    13F-HR 0001172661-25-001023 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 171,262 shares
    Change vs previous 13F -3,726 shares

    20.13% of the 13F portfolio, value $65,752,640.

    13F-HR 0001172661-24-004883 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 174,988 shares
    Change vs previous 13F -1,161 shares

    21.74% of the 13F portfolio, value $65,447,282.

    13F-HR 0001172661-24-003476 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 176,149 shares
    Change vs previous 13F +982 shares

    21.3% of the 13F portfolio, value $60,630,504.

    13F-HR 0001172661-24-002378 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 175,167 shares
    Change vs previous 13F +17,048 shares

    21.04% of the 13F portfolio, value $54,455,934.

    13F-HR 0001172661-24-001564 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 158,119 shares
    Change vs previous 13F not available

    26.77% of the 13F portfolio, value $43,057,399.

    13F-HR 0001172661-23-003824 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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