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Scott Capital Advisors, LLC: VUG position timeline

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

Scott Capital Advisors, LLC held 502,117 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 502,117 shares
    Change vs previous 13F +1,835 shares

    6.67% of the 13F portfolio, value $46,405,629.

    13F-HR 0001085146-26-000886 filed by Scott Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 500,282 shares
    Change vs previous 13F +415,909 shares

    6.75% of the 13F portfolio, value $43,094,257.

    13F-HR 0001905673-26-000003 filed by Scott 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 ended2026-03-31
    13F 84,373 shares
    Change vs previous 13F +1,314 shares

    7.89% of the 13F portfolio, value $38,906,907.

    13F-HR 0001905673-26-000002 filed by Scott 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 ended2025-12-31
    13F 83,059 shares
    Change vs previous 13F -959 shares

    8.98% of the 13F portfolio, value $40,521,346.

    13F-HR 0001905673-26-000001 filed by Scott 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 ended2025-09-30
    13F 84,018 shares
    Change vs previous 13F -3,513 shares

    9.26% of the 13F portfolio, value $40,924,185.

    13F-HR 0001905673-25-000003 filed by Scott 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 ended2025-06-30
    13F 87,531 shares
    Change vs previous 13F -791 shares

    10.49% of the 13F portfolio, value $38,732,255.

    13F-HR 0001085146-25-003768 filed by Scott 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 ended2025-03-31
    13F 88,322 shares
    Change vs previous 13F -3,503 shares

    9.77% of the 13F portfolio, value $32,751,513.

    13F-HR 0001085146-25-002138 filed by Scott 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 ended2024-12-31
    13F 91,825 shares
    Change vs previous 13F not available

    10.7% of the 13F portfolio, value $37,236,871.

    13F-HR 0001085146-25-000256 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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