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STEPHEN J. GARRY & ASSOCIATES, LLC: VUG position timeline

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

STEPHEN J. GARRY & ASSOCIATES, LLC held 299,155 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 299,155 shares
    Change vs previous 13F +247,374 shares

    18.8% of the 13F portfolio, value $25,769,176.

    13F-HR 0001951757-26-001051 filed by STEPHEN J. GARRY & ASSOCIATES, 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 51,781 shares
    Change vs previous 13F -2,924 shares

    18.19% of the 13F portfolio, value $22,617,423.

    13F-HR 0001951757-26-000620 filed by STEPHEN J. GARRY & ASSOCIATES, 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 54,705 shares
    Change vs previous 13F -2,057 shares

    21.17% of the 13F portfolio, value $26,688,575.

    13F-HR 0001951757-26-000190 filed by STEPHEN J. GARRY & ASSOCIATES, 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 56,762 shares
    Change vs previous 13F -1,269 shares

    21.74% of the 13F portfolio, value $27,223,738.

    13F-HR 0001951757-25-001379 filed by STEPHEN J. GARRY & ASSOCIATES, 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 58,031 shares
    Change vs previous 13F -1,194 shares

    21.99% of the 13F portfolio, value $25,440,598.

    13F-HR 0001951757-25-000934 filed by STEPHEN J. GARRY & ASSOCIATES, 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 59,225 shares
    Change vs previous 13F +404 shares

    20.54% of the 13F portfolio, value $21,961,651.

    13F-HR 0001951757-25-000544 filed by STEPHEN J. GARRY & ASSOCIATES, 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 58,821 shares
    Change vs previous 13F -1,306 shares

    22.29% of the 13F portfolio, value $24,142,394.

    13F-HR 0001951757-25-000251 filed by STEPHEN J. GARRY & ASSOCIATES, 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 60,127 shares
    Change vs previous 13F not available

    21.94% of the 13F portfolio, value $23,084,561.

    13F-HR 0001951757-25-000253 filed by STEPHEN J. GARRY & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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