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Disclosery

MOTCO: VUG position timeline

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

MOTCO held 36,574 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,574 shares
    Change vs previous 13F +30,430 shares

    0.27% of the 13F portfolio, value $3,150,485.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 6,144 shares
    Change vs previous 13F +64 shares

    0.25% of the 13F portfolio, value $2,683,638.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 6,080 shares
    Change vs previous 13F -29 shares

    0.27% of the 13F portfolio, value $2,966,189.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 6,109 shares
    Change vs previous 13F +1,434 shares

    0.27% of the 13F portfolio, value $2,929,938.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 4,675 shares
    Change vs previous 13F +171 shares

    0.2% of the 13F portfolio, value $2,127,966.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 4,504 shares
    Change vs previous 13F -2,761 shares

    0.18% of the 13F portfolio, value $1,670,173.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 7,265 shares
    Change vs previous 13F -40 shares

    0.31% of the 13F portfolio, value $2,981,846.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 7,305 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,804,608.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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