CX Institutional VUG holdings history
VANGUARD MRNGSTAR GR ETF-SUI · CUSIP 922908736 · CIK 1737089
As of 2026-06-30, CX Institutional reported 60.82K VUG (shares), valued at $5.24M, or 0.15% of its reported non-derivative portfolio. Filed 2026-07-02.
Verify history & sources →Shares increased 473.03%; reported value increased 13.01%, and weight changed +0.01 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 | 0.15% | 60,816 | SEC filing ↗Filed Jul 2, 2026 |
| Q1 2026 | 0.14% | 10,613 | SEC filing ↗Filed Apr 6, 2026 |
| Q4 2025 | 0.19% | 13,044 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 0.20% | 13,864 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 0.22% | 14,312 | SEC filing ↗Filed Jul 16, 2025Amended |
| Q1 2025 | 0.46% | 32,801 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 0.41% | 24,905 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 0.26% | 15,052 | SEC filing ↗Filed Oct 11, 2024 |
| Q2 2024 | 1.75% | 99,685 | SEC filing ↗Filed Jul 11, 2024 |
| Q1 2024 | 0.66% | 39,965 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 0.19% | 11,521 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | 0.22% | 14,835 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.22% | 14,835 | $4.04M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 0.19% | 11,521 | $3.58M | Shares decreased 22.34%; reported value decreased 11.34%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 0.66% | 39,965 | $13.76M | Shares increased 246.89%; reported value increased 284.07%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 1.75% | 99,685 | $37.28M | Shares increased 149.43%; reported value increased 171.04%, and weight changed +1.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2024 |
| Q3 2024 | 0.26% | 15,052 | $5.78M | Shares decreased 84.90%; reported value decreased 84.50%, and weight changed -1.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 11, 2024 |
| Q4 2024 | 0.41% | 24,905 | $10.22M | Shares increased 65.46%; reported value increased 76.89%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 0.46% | 32,801 | $12.16M | Shares increased 31.70%; reported value increased 18.99%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 0.22% | 14,312 | $6.27M | Shares decreased 56.37%; reported value decreased 48.42%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 0.20% | 13,864 | $6.65M | Shares decreased 3.13%; reported value increased 5.98%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 0.19% | 13,044 | $6.36M | Shares decreased 5.91%; reported value decreased 4.29%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 0.14% | 10,613 | $4.64M | Shares decreased 18.64%; reported value decreased 27.15%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 6, 2026 |
| Q2 2026 | 0.15% | 60,816 | $5.24M | Shares increased 473.03%; reported value increased 13.01%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 2, 2026 |
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