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Twele Capital Management, Inc.: VCSH position timeline

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

Twele Capital Management, Inc. held 200,399 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,399 shares
    Change vs previous 13F +13,492 shares

    2.59% of the 13F portfolio, value $15,837,533.

    13F-HR 0001411268-26-000004 filed by Twele Capital Management, Inc.
    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 186,907 shares
    Change vs previous 13F +4,642 shares

    2.64% of the 13F portfolio, value $14,816,118.

    13F-HR 0001411268-26-000003 filed by Twele Capital Management, Inc.
    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 182,265 shares
    Change vs previous 13F +7,108 shares

    2.6% of the 13F portfolio, value $14,531,989.

    13F-HR 0001411268-26-000002 filed by Twele Capital Management, Inc.
    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 175,157 shares
    Change vs previous 13F +10,482 shares

    2.58% of the 13F portfolio, value $14,000,300.

    13F-HR 0001411268-25-000009 filed by Twele Capital Management, Inc.
    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 164,675 shares
    Change vs previous 13F +598 shares

    2.6% of the 13F portfolio, value $13,091,663.

    13F-HR 0001411268-25-000006 filed by Twele Capital Management, Inc.
    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 164,077 shares
    Change vs previous 13F +348 shares

    2.75% of the 13F portfolio, value $12,952,239.

    13F-HR 0001411268-25-000004 filed by Twele Capital Management, Inc.
    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 163,729 shares
    Change vs previous 13F +5,442 shares

    2.71% of the 13F portfolio, value $12,772,500.

    13F-HR 0001411268-25-000003 filed by Twele Capital Management, Inc.
    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 158,287 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $12,571,154.

    13F-HR 0001411268-24-000009 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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