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Trust Co of the South: VUG position timeline

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

Trust Co of the South held 371,311 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-01.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 371,311 shares
    Change vs previous 13F +314,563 shares

    4.5% of the 13F portfolio, value $31,984,757.

    13F-HR 0002008165-26-000003 filed by Trust Co of the South
    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 56,748 shares
    Change vs previous 13F +967 shares

    3.99% of the 13F portfolio, value $24,787,783.

    13F-HR 0002008165-26-000002 filed by Trust Co of the South
    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 55,781 shares
    Change vs previous 13F +907 shares

    4.38% of the 13F portfolio, value $27,214,283.

    13F-HR 0002008165-26-000001 filed by Trust Co of the South
    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 54,874 shares
    Change vs previous 13F +725 shares

    4.37% of the 13F portfolio, value $26,318,044.

    13F-HR 0002008165-25-000006 filed by Trust Co of the South
    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 54,149 shares
    Change vs previous 13F +25,612 shares

    4.21% of the 13F portfolio, value $23,739,001.

    13F-HR 0002008165-25-000004 filed by Trust Co of the South
    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 28,537 shares
    Change vs previous 13F +11,685 shares

    2.21% of the 13F portfolio, value $10,581,779.

    13F-HR 0002008165-25-000003 filed by Trust Co of the South
    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 16,852 shares
    Change vs previous 13F +8,799 shares

    1.41% of the 13F portfolio, value $6,916,552.

    13F-HR 0002008165-25-000001 filed by Trust Co of the South
    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 8,053 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,091,788.

    13F-HR 0002008165-24-000006 filed by Trust Co of the South
    Filed (acceptance time not in the bulk data set), ingested

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