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Colonial Trust Advisors: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colonial Trust Advisors on VUG, newest first. How the timeline and the estimate are built.

Colonial Trust Advisors held 30,728 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,728 shares
    Change vs previous 13F +25,597 shares

    0.12% of the 13F portfolio, value $2,646,910.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 9,672 shares
    • Colonial Trust Co / SC: 21,056 shares

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

  2. period ended2026-03-31
    13F 5,131 shares
    Change vs previous 13F -68 shares

    0.11% of the 13F portfolio, value $2,241,169.

    13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,608 shares
    • Colonial Trust Co / SC: 3,523 shares

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

  3. period ended2025-12-31
    13F 5,199 shares
    Change vs previous 13F -27 shares

    0.12% of the 13F portfolio, value $2,536,405.

    13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,608 shares
    • Colonial Trust Co / SC: 3,591 shares

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

  4. period ended2025-09-30
    13F 5,226 shares
    Change vs previous 13F +1,601 shares

    0.12% of the 13F portfolio, value $2,506,442.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,608 shares
    • Colonial Trust Co / SC: 3,618 shares

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

  5. period ended2025-06-30
    13F 3,625 shares
    Change vs previous 13F +97 shares

    0.08% of the 13F portfolio, value $1,589,200.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,608 shares
    • Colonial Trust Co / SC: 2,017 shares

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

  6. period ended2025-03-31
    13F 3,528 shares
    Change vs previous 13F +398 shares

    0.07% of the 13F portfolio, value $1,308,253.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,793 shares
    • Colonial Trust Co / SC: 1,735 shares

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

  7. period ended2024-12-31
    13F 3,130 shares
    Change vs previous 13F +68 shares

    0.07% of the 13F portfolio, value $1,284,678.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,465 shares
    • Colonial Trust Co / SC: 1,665 shares

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

  8. period ended2024-09-30
    13F 3,062 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,175,593.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,465 shares
    • Colonial Trust Co / SC: 1,597 shares

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