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MJP ASSOCIATES INC /ADV: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MJP ASSOCIATES INC /ADV on VUG, newest first. How the timeline and the estimate are built.

MJP ASSOCIATES INC /ADV held 49,741 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,741 shares
    Change vs previous 13F +42,359 shares

    0.47% of the 13F portfolio, value $4,284,647.

    13F-HR 0001765380-26-000331 filed by MJP ASSOCIATES INC /ADV
    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 7,382 shares
    Change vs previous 13F -241 shares

    0.39% of the 13F portfolio, value $3,224,519.

    13F-HR 0001765380-26-000155 filed by MJP ASSOCIATES INC /ADV
    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 7,623 shares
    Change vs previous 13F +200 shares

    0.47% of the 13F portfolio, value $3,718,726.

    13F-HR 0001765380-26-000068 filed by MJP ASSOCIATES INC /ADV
    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 7,423 shares
    Change vs previous 13F +18 shares

    0.47% of the 13F portfolio, value $3,559,980.

    13F-HR 0001765380-25-000449 filed by MJP ASSOCIATES INC /ADV
    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 7,405 shares
    Change vs previous 13F -36 shares

    0.48% of the 13F portfolio, value $3,246,455.

    13F-HR 0001765380-25-000318 filed by MJP ASSOCIATES INC /ADV
    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 7,441 shares
    Change vs previous 13F +487 shares

    0.5% of the 13F portfolio, value $2,759,342.

    13F-HR 0001765380-25-000155 filed by MJP ASSOCIATES INC /ADV
    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 6,954 shares
    Change vs previous 13F +521 shares

    0.51% of the 13F portfolio, value $2,854,281.

    13F-HR 0001765380-25-000110 filed by MJP ASSOCIATES INC /ADV
    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 6,433 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,469,667.

    13F-HR 0001765380-24-000434 filed by MJP ASSOCIATES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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