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Disclosery

Shaker Financial Services, LLC: VGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shaker Financial Services, LLC on VGI, newest first. How the timeline and the estimate are built.

Shaker Financial Services, LLC held 214,646 VGI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 214,646 shares
    Change vs previous 13F +15,079 shares

    0.5% of the 13F portfolio, value $1,609,845.

    13F-HR 0001172661-26-002630 filed by Shaker Financial Services, 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 199,567 shares
    Change vs previous 13F -93,837 shares

    0.51% of the 13F portfolio, value $1,472,805.

    13F-HR 0001172661-26-001718 filed by Shaker Financial Services, 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 293,404 shares
    Change vs previous 13F -17,448 shares

    0.73% of the 13F portfolio, value $2,300,288.

    13F-HR 0001172661-26-000312 filed by Shaker Financial Services, 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 310,852 shares
    Change vs previous 13F +12,916 shares

    0.85% of the 13F portfolio, value $2,469,253.

    13F-HR 0001172661-25-004387 filed by Shaker Financial Services, 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 297,936 shares
    Change vs previous 13F -14,805 shares

    0.85% of the 13F portfolio, value $2,335,819.

    13F-HR 0001172661-25-002882 filed by Shaker Financial Services, 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 312,741 shares
    Change vs previous 13F +53,387 shares

    0.94% of the 13F portfolio, value $2,419,834.

    13F-HR 0001172661-25-001629 filed by Shaker Financial Services, 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 259,354 shares
    Change vs previous 13F -87,915 shares

    0.76% of the 13F portfolio, value $1,981,465.

    13F-HR 0001172661-25-000750 filed by Shaker Financial Services, 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 347,269 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,811,144.

    13F-HR 0001172661-24-004432 filed by Shaker Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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