Strategic Equity Management: VUG position timeline

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

Strategic Equity Management held 37,767 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 37,767 shares
Change vs previous 13F +36,688 shares
1.09% of the 13F portfolio, value $3,253,251.
13F-HR 0001843578-26-000005 filed by Strategic Equity Management
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,079 shares
Change vs previous 13F -5,497 shares
0.18% of the 13F portfolio, value $471,420.
13F-HR 0001843578-26-000003 filed by Strategic Equity Management
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,576 shares
Change vs previous 13F +24 shares
1.09% of the 13F portfolio, value $3,207,949.
13F-HR 0001843578-26-000001 filed by Strategic Equity Management
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,552 shares
Change vs previous 13F +22 shares
1.16% of the 13F portfolio, value $3,142,330.
13F-HR 0001843578-25-000008 filed by Strategic Equity Management
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,530 shares
Change vs previous 13F not available
1.05% of the 13F portfolio, value $2,862,752.
13F-HR 0001843578-25-000006 filed by Strategic Equity Management
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).