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Rodgers & Associates, LTD: VUG position timeline

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

Rodgers & Associates, LTD held 233,969 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 233,969 shares
    Change vs previous 13F +195,587 shares

    1.83% of the 13F portfolio, value $20,154,091.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    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 38,382 shares
    Change vs previous 13F +2,433 shares

    1.71% of the 13F portfolio, value $16,764,929.

    13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
    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 35,949 shares
    Change vs previous 13F -65 shares

    1.78% of the 13F portfolio, value $17,538,024.

    13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
    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 36,014 shares
    Change vs previous 13F -1,195 shares

    1.78% of the 13F portfolio, value $17,272,758.

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    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 37,209 shares
    Change vs previous 13F +1,733 shares

    1.79% of the 13F portfolio, value $16,312,273.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    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 35,476 shares
    Change vs previous 13F +593 shares

    1.6% of the 13F portfolio, value $13,155,127.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    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 34,883 shares
    Change vs previous 13F -52 shares

    1.71% of the 13F portfolio, value $14,317,330.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    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 34,935 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $13,412,672.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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