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Values First Advisors, Inc.: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Values First Advisors, Inc. on VGSH, newest first. How the timeline and the estimate are built.

Values First Advisors, Inc. held 173,787 VGSH shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 173,787 shares
    Change vs previous 13F +9,494 shares

    4.62% of the 13F portfolio, value $10,114,360.

    13F-HR/A 0001398344-26-013386 filed by Values First Advisors, 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 164,293 shares
    Change vs previous 13F +2,880 shares

    5.01% of the 13F portfolio, value $9,617,749.

    13F-HR 0001398344-26-006614 filed by Values First Advisors, 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 161,413 shares
    Change vs previous 13F +8,128 shares

    4.92% of the 13F portfolio, value $9,479,807.

    13F-HR 0001398344-26-001629 filed by Values First Advisors, 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 153,285 shares
    Change vs previous 13F +25,643 shares

    4.83% of the 13F portfolio, value $9,020,828.

    13F-HR 0001398344-25-019434 filed by Values First Advisors, 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 127,642 shares
    Change vs previous 13F -4,099 shares

    4.09% of the 13F portfolio, value $7,502,786.

    13F-HR 0001398344-25-013953 filed by Values First Advisors, 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 131,741 shares
    Change vs previous 13F +647 shares

    4.51% of the 13F portfolio, value $7,731,755.

    13F-HR 0001398344-25-008076 filed by Values First Advisors, 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 131,094 shares
    Change vs previous 13F -26,848 shares

    4.2% of the 13F portfolio, value $7,627,026.

    13F-HR 0001398344-25-001383 filed by Values First Advisors, 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 157,942 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $9,321,750.

    13F-HR 0001398344-24-019207 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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