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SIERRA OCEAN, LLC: VUG position timeline

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

SIERRA OCEAN, LLC held 10,638 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,638 shares
    Change vs previous 13F +8,854 shares

    0.63% of the 13F portfolio, value $916,371.

    13F-HR 0002051715-26-000006 filed by SIERRA OCEAN, 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 1,784 shares
    Change vs previous 13F +11 shares

    0.64% of the 13F portfolio, value $779,305.

    13F-HR 0002051715-26-000002 filed by SIERRA OCEAN, 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 1,773 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $865,055.

    13F-HR 0002051715-26-000001 filed by SIERRA OCEAN, 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 1,773 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $850,427.

    13F-HR 0002051715-25-000006 filed by SIERRA OCEAN, 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 1,773 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $777,355.

    13F-HR 0002051715-25-000003 filed by SIERRA OCEAN, 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 1,773 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $657,524.

    13F-HR 0002051715-25-000002 filed by SIERRA OCEAN, 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 1,773 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $727,777.

    13F-HR 0002051715-25-000001 filed by SIERRA OCEAN, LLC
    Filed (acceptance time not in the bulk data set), ingested

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