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Warwick Investment Management, Inc.: VUG position timeline

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

Warwick Investment Management, Inc. held 629,625 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 629,625 shares
    Change vs previous 13F +556,821 shares

    6.09% of the 13F portfolio, value $54,235,857.

    13F-HR 0002063364-26-000252 filed by Warwick Investment 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 72,804 shares
    Change vs previous 13F +25,600 shares

    4.61% of the 13F portfolio, value $31,800,092.

    13F-HR 0002063364-26-000155 filed by Warwick Investment 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 47,204 shares
    Change vs previous 13F +16,194 shares

    3.55% of the 13F portfolio, value $23,029,039.

    13F-HR 0001754960-26-000079 filed by Warwick Investment 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 31,010 shares
    Change vs previous 13F +14,439 shares

    2.58% of the 13F portfolio, value $14,872,729.

    13F-HR 0001754960-25-000712 filed by Warwick Investment 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 16,571 shares
    Change vs previous 13F +2,156 shares

    1.41% of the 13F portfolio, value $7,264,741.

    13F-HR 0001754960-25-000445 filed by Warwick Investment 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 14,415 shares
    Change vs previous 13F +4,510 shares

    1.11% of the 13F portfolio, value $5,345,383.

    13F-HR 0001085146-25-003155 filed by Warwick Investment 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 9,905 shares
    Change vs previous 13F +4,981 shares

    0.84% of the 13F portfolio, value $4,065,415.

    13F-HR 0001085146-25-000917 filed by Warwick Investment 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 4,924 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,890,475.

    13F-HR 0001085146-24-005330 filed by Warwick Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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