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Disclosery

RATIONAL ADVISORS, INC.: VIG position timeline

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

RATIONAL ADVISORS, INC. held 151,497 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,497 shares
    Change vs previous 13F -24,614 shares

    3.29% of the 13F portfolio, value $35,847,220.

    13F-HR 0001580642-26-004576 filed by RATIONAL ADVISORS, INC.
    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 176,111 shares
    Change vs previous 13F -2,227 shares

    3.87% of the 13F portfolio, value $37,874,432.

    13F-HR 0001580642-26-003009 filed by RATIONAL ADVISORS, INC.
    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 178,338 shares
    Change vs previous 13F -16,053 shares

    4.01% of the 13F portfolio, value $39,195,126.

    13F-HR 0001580642-26-000967 filed by RATIONAL ADVISORS, INC.
    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 194,391 shares
    Change vs previous 13F -34,749 shares

    4.17% of the 13F portfolio, value $41,947,634.

    13F-HR 0001580642-25-007222 filed by RATIONAL ADVISORS, INC.
    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 229,140 shares
    Change vs previous 13F -5,563 shares

    4.65% of the 13F portfolio, value $46,898,084.

    13F-HR 0001162044-25-000770 filed by RATIONAL ADVISORS, INC.
    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 234,703 shares
    Change vs previous 13F +2,238 shares

    4.59% of the 13F portfolio, value $45,530,035.

    13F-HR 0001162044-25-000468 filed by RATIONAL ADVISORS, INC.
    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 232,465 shares
    Change vs previous 13F -18,050 shares

    4.45% of the 13F portfolio, value $45,523,621.

    13F-HR 0001162044-25-000114 filed by RATIONAL ADVISORS, INC.
    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 250,515 shares
    Change vs previous 13F not available

    4.77% of the 13F portfolio, value $49,617,001.

    13F-HR 0001162044-24-001178 filed by RATIONAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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