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TD Capital Management LLC: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TD Capital Management LLC on VIG, newest first. How the timeline and the estimate are built.

TD Capital Management LLC held 186,771 VIG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,771 shares
    Change vs previous 13F -303 shares

    3.61% of the 13F portfolio, value $44,193,841.

    13F-HR 0001483824-26-000004 filed by TD Capital Management 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 187,074 shares
    Change vs previous 13F -1,046 shares

    3.62% of the 13F portfolio, value $40,232,169.

    13F-HR 0001483824-26-000003 filed by TD Capital Management 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 188,120 shares
    Change vs previous 13F -473 shares

    3.67% of the 13F portfolio, value $41,344,957.

    13F-HR 0001483824-26-000002 filed by TD Capital Management 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 188,593 shares
    Change vs previous 13F -2,562 shares

    3.66% of the 13F portfolio, value $40,696,436.

    13F-HR 0001483824-25-000007 filed by TD Capital Management 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 191,155 shares
    Change vs previous 13F -2,651 shares

    3.69% of the 13F portfolio, value $39,123,748.

    13F-HR 0001483824-25-000004 filed by TD Capital Management 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 193,806 shares
    Change vs previous 13F -201 shares

    3.81% of the 13F portfolio, value $37,596,384.

    13F-HR 0001483824-25-000003 filed by TD Capital Management 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 194,007 shares
    Change vs previous 13F -3,026 shares

    3.86% of the 13F portfolio, value $37,992,443.

    13F-HR 0001483824-25-000002 filed by TD Capital Management 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 197,033 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $39,024,430.

    13F-HR 0001483824-24-000006 filed by TD Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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