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Disclosery

MAI Capital Management: VUG position timeline

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

MAI Capital Management held 1,114,224 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 1,114,224 shares
    Change vs previous 13F +983,661 shares

    0.37% of the 13F portfolio, value $95,979,307.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 130,563 shares
    Change vs previous 13F +15,791 shares

    0.32% of the 13F portfolio, value $57,028,666.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 114,772 shares
    Change vs previous 13F +5,960 shares

    0.32% of the 13F portfolio, value $55,992,595.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 108,812 shares
    Change vs previous 13F +5,454 shares

    0.33% of the 13F portfolio, value $52,187,446.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 103,358 shares
    Change vs previous 13F -145 shares

    0.31% of the 13F portfolio, value $45,312,244.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 103,503 shares
    Change vs previous 13F +173 shares

    0.29% of the 13F portfolio, value $38,381,147.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 103,330 shares
    Change vs previous 13F +11,694 shares

    0.32% of the 13F portfolio, value $42,410,862.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 91,636 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $35,181,754.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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