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Disclosery

Marotta Asset Management: VGT position timeline

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

Marotta Asset Management held 265,444 VGT 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 265,444 shares
    Change vs previous 13F -31,633 shares

    5.66% of the 13F portfolio, value $33,358,347.

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

  2. period ended2026-06-30
    13F 297,077 shares
    Change vs previous 13F +256,214 shares

    5.79% of the 13F portfolio, value $34,823,366.

    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 40,863 shares
    Change vs previous 13F -1,053 shares

    5.32% of the 13F portfolio, value $28,875,839.

    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 41,916 shares
    Change vs previous 13F -3,770 shares

    5.85% of the 13F portfolio, value $31,595,442.

    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 45,686 shares
    Change vs previous 13F -4,998 shares

    6.47% of the 13F portfolio, value $34,379,844.

    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 50,684 shares
    Change vs previous 13F -6,337 shares

    6.74% of the 13F portfolio, value $33,617,873.

    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 57,021 shares
    Change vs previous 13F +3,480 shares

    6.57% of the 13F portfolio, value $33,444,130.

    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 53,541 shares
    Change vs previous 13F not available

    6.96% of the 13F portfolio, value $33,267,348.

    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).