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Vision Capital Management, Inc.: VUG position timeline

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

Vision Capital Management, Inc. held 12,409 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,409 shares
    Change vs previous 13F +10,421 shares

    0.12% of the 13F portfolio, value $1,068,888.

    13F-HR 0001417889-26-000004 filed by Vision 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 1,988 shares
    Change vs previous 13F +9 shares

    0.11% of the 13F portfolio, value $868,211.

    13F-HR 0001417889-26-000002 filed by Vision 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 1,979 shares
    Change vs previous 13F +21 shares

    0.12% of the 13F portfolio, value $965,333.

    13F-HR 0001417889-26-000001 filed by Vision 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 1,958 shares
    Change vs previous 13F +22 shares

    0.12% of the 13F portfolio, value $938,937.

    13F-HR 0001417889-25-000005 filed by Vision 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 1,936 shares
    Change vs previous 13F +146 shares

    0.11% of the 13F portfolio, value $848,615.

    13F-HR 0001417889-25-000004 filed by Vision 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 1,790 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $663,660.

    13F-HR 0001785445-25-000006 filed by Vision 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 1,790 shares
    Change vs previous 13F -16 shares

    0.11% of the 13F portfolio, value $734,568.

    13F-HR 0001417889-25-000001 filed by Vision 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 1,806 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $693,266.

    13F-HR 0001417889-24-000007 filed by Vision Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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