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Strategic Investment Advisors / MI: VUG position timeline

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

Strategic Investment Advisors / MI held 896,392 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 896,392 shares
    Change vs previous 13F +746,496 shares

    4.67% of the 13F portfolio, value $77,215,198.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    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 149,896 shares
    Change vs previous 13F +25,315 shares

    4.52% of the 13F portfolio, value $65,475,398.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    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 124,581 shares
    Change vs previous 13F +32,133 shares

    5.26% of the 13F portfolio, value $60,777,967.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    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/A 92,448 shares
    Change vs previous 13F -31,822 shares

    6.88% of the 13F portfolio, value $59,483,462.

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    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 124,270 shares
    Change vs previous 13F +889 shares

    5.3% of the 13F portfolio, value $54,481,879.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    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 123,381 shares
    Change vs previous 13F -13,468 shares

    4.85% of the 13F portfolio, value $45,752,087.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    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 136,849 shares
    Change vs previous 13F +3,057 shares

    5.97% of the 13F portfolio, value $56,168,392.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    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 133,792 shares
    Change vs previous 13F not available

    5.63% of the 13F portfolio, value $51,366,925.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

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