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Next Capital Management LLC: VUG position timeline

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

Next Capital Management LLC held 30,404 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,404 shares
    Change vs previous 13F +25,337 shares

    0.71% of the 13F portfolio, value $2,618,971.

    13F-HR 0001437749-26-025432 filed by Next Capital Management 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 5,067 shares
    Change vs previous 13F +125 shares

    0.67% of the 13F portfolio, value $2,213,370.

    13F-HR 0001437749-26-015365 filed by Next Capital Management 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 4,942 shares
    Change vs previous 13F -210 shares

    0.77% of the 13F portfolio, value $2,411,152.

    13F-HR 0001437749-26-003766 filed by Next Capital Management 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 5,152 shares
    Change vs previous 13F +210 shares

    0.82% of the 13F portfolio, value $2,471,086.

    13F-HR 0001437749-25-033205 filed by Next Capital Management 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 4,942 shares
    Change vs previous 13F +48 shares

    0.8% of the 13F portfolio, value $2,166,676.

    13F-HR 0001437749-25-024802 filed by Next Capital Management 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 4,894 shares
    Change vs previous 13F -1,414 shares

    0.87% of the 13F portfolio, value $1,814,850.

    13F-HR 0001437749-25-014677 filed by Next Capital Management 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 6,308 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $2,589,056.

    13F-HR 0001437749-25-003355 filed by Next Capital Management 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 6,308 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,421,830.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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