Skip to content

CARY STREET PARTNERS ASSET MANAGEMENT LLC: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on VGSH, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 43,925 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,925 shares
    Change vs previous 13F +1,371 shares

    0.05% of the 13F portfolio, value $2,556,445.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 35,642 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,283 shares

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

  2. period ended2026-03-31
    13F 42,554 shares
    Change vs previous 13F +5,080 shares

    0.06% of the 13F portfolio, value $2,491,118.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 35,499 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,055 shares

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

  3. period ended2025-12-31
    13F 37,474 shares
    Change vs previous 13F +2,731 shares

    0.05% of the 13F portfolio, value $2,200,840.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 36,217 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,257 shares

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

  4. period ended2025-09-30
    13F 34,743 shares
    Change vs previous 13F +3,662 shares

    0.05% of the 13F portfolio, value $2,044,623.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 34,366 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 377 shares

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

  5. period ended2025-06-30
    13F 31,081 shares
    Change vs previous 13F -2,268 shares

    0.05% of the 13F portfolio, value $1,826,927.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    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 33,349 shares
    Change vs previous 13F +5,232 shares

    0.06% of the 13F portfolio, value $1,957,258.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    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 28,117 shares
    Change vs previous 13F -2,799 shares

    0.05% of the 13F portfolio, value $1,635,832.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 28,117 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  8. period ended2024-09-30
    13F 30,916 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,824,662.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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