Skip to content
Disclosery

Waterloo Capital, L.P.: VUG position timeline

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

Waterloo Capital, L.P. held 17,272 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,272 shares
    Change vs previous 13F +16,508 shares

    0.08% of the 13F portfolio, value $1,487,772.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 764 shares
    Change vs previous 13F -59 shares

    0.02% of the 13F portfolio, value $333,622.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 823 shares
    Change vs previous 13F +22 shares

    0.03% of the 13F portfolio, value $401,722.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 801 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $384,052.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 800 shares
    Change vs previous 13F -1,755 shares

    0.03% of the 13F portfolio, value $350,887.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 2,555 shares
    Change vs previous 13F +267 shares

    0.09% of the 13F portfolio, value $947,586.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 2,288 shares
    Change vs previous 13F +1,684 shares

    0.1% of the 13F portfolio, value $939,156.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 604 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $231,925.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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