DeDora Capital, Inc. VUG holdings history
VANGUARD MRNGSTAR GR ETF-SUI · CUSIP 922908736 · CIK 1717658
As of 2026-06-30, DeDora Capital, Inc. reported 353.82K VUG (shares), valued at $30.48M, or 6.62% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 436.63%; reported value increased 5.83%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.62% | 353,822 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 7.06% | 65,934 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 7.71% | 66,806 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 8.10% | 69,952 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 8.14% | 71,150 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 7.72% | 72,267 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 8.26% | 73,476 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 7.99% | 74,469 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 8.59% | 74,765 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 8.21% | 74,904 | SEC filing ↗Filed Apr 23, 2024Amended |
| Q4 2023 | 8.19% | 75,070 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 8.07% | 75,217 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.07% | 75,217 | $20.48M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 8.19% | 75,070 | $23.34M | Shares decreased 0.20%; reported value increased 13.94%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 8.21% | 74,904 | $25.78M | Shares decreased 0.22%; reported value increased 10.47%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 8.59% | 74,765 | $27.96M | Shares decreased 0.19%; reported value increased 8.46%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 7.99% | 74,469 | $28.59M | Shares decreased 0.40%; reported value increased 2.25%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 8.26% | 73,476 | $30.16M | Shares decreased 1.33%; reported value increased 5.48%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 7.72% | 72,267 | $26.80M | Shares decreased 1.65%; reported value decreased 11.14%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 8.14% | 71,150 | $31.19M | Shares decreased 1.55%; reported value increased 16.40%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 8.10% | 69,952 | $33.55M | Shares decreased 1.68%; reported value increased 7.56%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 7.71% | 66,806 | $32.59M | Shares decreased 4.50%; reported value decreased 2.85%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 7.06% | 65,934 | $28.80M | Shares decreased 1.31%; reported value decreased 11.64%, and weight changed -0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 6.62% | 353,822 | $30.48M | Shares increased 436.63%; reported value increased 5.83%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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