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STEVENS CAPITAL PARTNERS: VUG position timeline

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

STEVENS CAPITAL PARTNERS held 856,907 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 856,907 shares
    Change vs previous 13F +703,846 shares

    14.04% of the 13F portfolio, value $73,814,012.

    13F-HR 0001965176-26-000003 filed by STEVENS CAPITAL PARTNERS
    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 153,061 shares
    Change vs previous 13F -14,586 shares

    16.08% of the 13F portfolio, value $66,855,603.

    13F-HR 0001965176-26-000002 filed by STEVENS CAPITAL PARTNERS
    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 167,647 shares
    Change vs previous 13F +10,176 shares

    21.41% of the 13F portfolio, value $81,788,490.

    13F-HR 0001965176-26-000001 filed by STEVENS CAPITAL PARTNERS
    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 157,471 shares
    Change vs previous 13F +2,957 shares

    22.54% of the 13F portfolio, value $75,524,686.

    13F-HR 0001965176-25-000002 filed by STEVENS CAPITAL PARTNERS
    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 154,514 shares
    Change vs previous 13F -3,507 shares

    25.25% of the 13F portfolio, value $70,424,498.

    13F-HR 0001085146-25-004965 filed by STEVENS CAPITAL PARTNERS
    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 158,021 shares
    Change vs previous 13F +4,938 shares

    27.53% of the 13F portfolio, value $58,597,390.

    13F-HR 0001085146-25-002549 filed by STEVENS CAPITAL PARTNERS
    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 153,083 shares
    Change vs previous 13F +5,934 shares

    28.45% of the 13F portfolio, value $62,831,254.

    13F-HR 0001085146-25-000738 filed by STEVENS CAPITAL PARTNERS
    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 147,149 shares
    Change vs previous 13F not available

    26.98% of the 13F portfolio, value $56,494,838.

    13F-HR 0001085146-24-005223 filed by STEVENS CAPITAL PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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