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MSH Capital Advisors LLC: VUG position timeline

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

MSH Capital Advisors LLC held 100,333 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 100,333 shares
    Change vs previous 13F +85,769 shares

    1.5% of the 13F portfolio, value $8,642,688.

    13F-HR 0001420506-26-001502 filed by MSH Capital Advisors LLC
    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 14,564 shares
    Change vs previous 13F +2,652 shares

    1.35% of the 13F portfolio, value $6,361,324.

    13F-HR 0001420506-26-000884 filed by MSH Capital Advisors LLC
    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 11,912 shares
    Change vs previous 13F -106 shares

    1.24% of the 13F portfolio, value $5,811,274.

    13F-HR 0001420506-26-000212 filed by MSH Capital Advisors LLC
    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 12,018 shares
    Change vs previous 13F -35 shares

    1.54% of the 13F portfolio, value $5,763,805.

    13F-HR 0001420506-25-003041 filed by MSH Capital Advisors LLC
    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 12,053 shares
    Change vs previous 13F -418 shares

    1.52% of the 13F portfolio, value $5,283,882.

    13F-HR 0001420506-25-001568 filed by MSH Capital Advisors LLC
    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 12,471 shares
    Change vs previous 13F -41 shares

    1.43% of the 13F portfolio, value $4,624,366.

    13F-HR 0001420506-25-000992 filed by MSH Capital Advisors LLC
    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 12,512 shares
    Change vs previous 13F -2,125 shares

    1.62% of the 13F portfolio, value $5,135,262.

    13F-HR 0001420506-25-000392 filed by MSH Capital Advisors LLC
    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 14,637 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $5,619,413.

    13F-HR 0001420506-25-000421 filed by MSH Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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