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Disclosery

Roundview Capital LLC: VGSH position timeline

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

Roundview Capital LLC held 215,664 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,664 shares
    Change vs previous 13F +29,420 shares

    0.69% of the 13F portfolio, value $12,551,658.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 186,244 shares
    Change vs previous 13F +5,674 shares

    0.68% of the 13F portfolio, value $10,902,703.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 180,570 shares
    Change vs previous 13F +18,166 shares

    0.65% of the 13F portfolio, value $10,604,902.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 162,404 shares
    Change vs previous 13F +1,173 shares

    0.6% of the 13F portfolio, value $9,557,467.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 161,231 shares
    Change vs previous 13F +4,680 shares

    0.63% of the 13F portfolio, value $9,477,178.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 156,551 shares
    Change vs previous 13F +14,586 shares

    0.66% of the 13F portfolio, value $9,188,006.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 141,965 shares
    Change vs previous 13F +16,711 shares

    0.58% of the 13F portfolio, value $8,259,536.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 125,254 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $7,392,486.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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