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MATRIX ASSET ADVISORS INC/NY: VONG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX ASSET ADVISORS INC/NY on VONG, newest first. How the timeline and the estimate are built.

MATRIX ASSET ADVISORS INC/NY held 25,043 VONG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,043 shares
    Change vs previous 13F +13,354 shares

    0.27% of the 13F portfolio, value $3,228,845.

    13F-HR 0001172661-26-004502 filed by MATRIX ASSET ADVISORS INC/NY
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,689 shares
    Change vs previous 13F +5,589 shares

    0.12% of the 13F portfolio, value $1,493,974.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    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 6,100 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $669,109.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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