Skip to content
Disclosery

Marotta Asset Management: VGSH position timeline

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

Marotta Asset Management held 133,587 VGSH shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 133,587 shares
    Change vs previous 13F +9,783 shares

    1.31% of the 13F portfolio, value $7,689,268.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 123,804 shares
    Change vs previous 13F +14,428 shares

    1.2% of the 13F portfolio, value $7,183,108.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 109,376 shares
    Change vs previous 13F +11,672 shares

    1.17% of the 13F portfolio, value $6,380,996.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 97,704 shares
    Change vs previous 13F +12,236 shares

    1.06% of the 13F portfolio, value $5,738,156.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 85,468 shares
    Change vs previous 13F +7,347 shares

    0.94% of the 13F portfolio, value $5,018,681.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 78,121 shares
    Change vs previous 13F -7,131 shares

    0.92% of the 13F portfolio, value $4,591,952.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 85,252 shares
    Change vs previous 13F -7,174 shares

    0.99% of the 13F portfolio, value $5,031,573.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 92,426 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $5,376,420.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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