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MIDDLETON & CO INC/MA: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MIDDLETON & CO INC/MA on VGIT, newest first. How the timeline and the estimate are built.

MIDDLETON & CO INC/MA held 177,764 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,764 shares
    Change vs previous 13F +6,244 shares

    1.11% of the 13F portfolio, value $10,484,521.

    13F-HR 0001398344-26-013855 filed by MIDDLETON & CO INC/MA
    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 171,520 shares
    Change vs previous 13F +25,900 shares

    1.16% of the 13F portfolio, value $10,214,016.

    13F-HR 0001398344-26-008750 filed by MIDDLETON & CO INC/MA
    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 145,620 shares
    Change vs previous 13F +21,700 shares

    0.93% of the 13F portfolio, value $8,727,007.

    13F-HR 0001398344-26-001587 filed by MIDDLETON & CO INC/MA
    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 123,920 shares
    Change vs previous 13F +2,725 shares

    0.8% of the 13F portfolio, value $7,438,918.

    13F-HR 0001398344-25-019980 filed by MIDDLETON & CO INC/MA
    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 121,195 shares
    Change vs previous 13F +15,650 shares

    0.81% of the 13F portfolio, value $7,248,673.

    13F-HR 0001398344-25-014576 filed by MIDDLETON & CO INC/MA
    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 105,545 shares
    Change vs previous 13F +29,265 shares

    0.73% of the 13F portfolio, value $6,269,373.

    13F-HR 0001398344-25-009075 filed by MIDDLETON & CO INC/MA
    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 76,280 shares
    Change vs previous 13F +25,750 shares

    0.49% of the 13F portfolio, value $4,424,240.

    13F-HR 0001398344-25-002001 filed by MIDDLETON & CO INC/MA
    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 50,530 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,053,023.

    13F-HR 0000919497-24-000010 filed by MIDDLETON & CO INC/MA
    Filed (acceptance time not in the bulk data set), ingested

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