Back to VGES
Allied Investment Advisors, LLC → VGES
Allied Investment Advisors, LLC VGES Position History
VGES
Quarters held
51
Latest value
$8.6M
Q3 2026
Peak value
$136.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $295K |
| Q3 2025 | $203K |
| Q3 2025 | $8M |
| Q3 2025 | $470K |
| Q3 2025 | $298K |
| Q3 2025 | $1.4M |
| Q3 2025 | $16.8M |
| Q3 2025 | $1.5M |
| Q3 2025 | $7.2M |
| Q4 2025 | $303K |
| Q4 2025 | $10.1M |
| Q4 2025 | $478K |
| Q4 2025 | $300K |
| Q4 2025 | $1.5M |
| Q4 2025 | $16.3M |
| Q4 2025 | $1.5M |
| Q4 2025 | $7.3M |
| Q1 2026 | $270K |
| Q1 2026 | $200K |
| Q1 2026 | $11.8M |
| Q1 2026 | $225K |
| Q1 2026 | $243K |
| Q1 2026 | $1.3M |
| Q1 2026 | $17.8M |
| Q1 2026 | $1.6M |
| Q1 2026 | $7M |
| Q2 2026 | $390K |
| Q2 2026 | $11.9M |
| Q2 2026 | $21.3M |
| Q2 2026 | $217K |
| Q2 2026 | $15.2M |
| Q2 2026 | $245K |
| Q2 2026 | $280K |
| Q2 2026 | $1.8M |
| Q2 2026 | $17.9M |
| Q2 2026 | $12.1M |
| Q2 2026 | $1.8M |
| Q2 2026 | $8.1M |
| Q3 2026 | $450K |
| Q3 2026 | $65.3M |
| Q3 2026 | $136.4M |
| Q3 2026 | $80.4M |
| Q3 2026 | $397K |
| Q3 2026 | $17.2M |
| Q3 2026 | $242K |
| Q3 2026 | $249K |
| Q3 2026 | $1.9M |
| Q3 2026 | $16.1M |
| Q3 2026 | $549K |
| Q3 2026 | $2.1M |
| Q3 2026 | $8.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.6M | 22.9K | — | — |
| Q3 2026 | $2.1M | 9.9K | — | — |
| Q3 2026 | $549K | 7.1K | — | — |
| Q3 2026 | $16.1M | 94.0K | — | — |
| Q3 2026 | $1.9M | 15.4K | — | — |
| Q3 2026 | $249K | 778 | — | — |
| Q3 2026 | $242K | 1.9K | — | — |
| Q3 2026 | $17.2M | 198.1K | — | — |
| Q3 2026 | $397K | 8.0K | — | — |
| Q3 2026 | $80.4M | 1.63M | — | — |
| Q3 2026 | $136.4M | 1.78M | — | — |
| Q3 2026 | $65.3M | 896.8K | — | — |
| Q3 2026 | $450K | 4.9K | — | — |
| Q2 2026 | $8.1M | 21.9K | — | — |
| Q2 2026 | $1.8M | 8.4K | — | — |
| Q2 2026 | $12.1M | 153.4K | — | — |
| Q2 2026 | $17.9M | 91.5K | — | — |
| Q2 2026 | $1.8M | 15.4K | — | — |
| Q2 2026 | $280K | 778 | — | — |
| Q2 2026 | $245K | 1.9K | — | — |
| Q2 2026 | $15.2M | 171.7K | — | — |
| Q2 2026 | $217K | 4.3K | — | — |
| Q2 2026 | $21.3M | 274.0K | — | — |
| Q2 2026 | $11.9M | 155.5K | — | — |
| Q2 2026 | $390K | 4.4K | — | — |
| Q1 2026 | $7M | 21.8K | — | — |
| Q1 2026 | $1.6M | 8.2K | — | — |
| Q1 2026 | $17.8M | 89.6K | — | — |
| Q1 2026 | $1.3M | 1.9K | — | — |
| Q1 2026 | $243K | 778 | — | — |
| Q1 2026 | $225K | 1.9K | — | — |
| Q1 2026 | $11.8M | 143.4K | — | — |
| Q1 2026 | $200K | 4.0K | — | — |
| Q1 2026 | $270K | 734 | — | — |
| Q4 2025 | $7.3M | 21.8K | — | — |
| Q4 2025 | $1.5M | 7.6K | — | — |
| Q4 2025 | $16.3M | 88.3K | — | — |
| Q4 2025 | $1.5M | 1.9K | — | — |
| Q4 2025 | $300K | 1.0K | — | — |
| Q4 2025 | $478K | 3.6K | — | — |
| Q4 2025 | $10.1M | 120.8K | — | — |
| Q4 2025 | $303K | 734 | — | — |
| Q3 2025 | $7.2M | 21.8K | — | — |
| Q3 2025 | $1.5M | 8.3K | — | — |
| Q3 2025 | $16.8M | 88.6K | — | — |
| Q3 2025 | $1.4M | 1.9K | — | — |
| Q3 2025 | $298K | 1.0K | — | — |
| Q3 2025 | $470K | 3.6K | — | — |
| Q3 2025 | $8M | 99.7K | — | — |
| Q3 2025 | $203K | 4.0K | — | — |
| Q3 2025 | $295K | 734 | — | — |
Other funds holding VGES
Other Allied Investment Advisors, LLC positions
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SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
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VLO
$48.2MVANGUARD HEALTH CARE ETF
VLO
$46.8MVANGUARD HEALTH CARE ETF
SCHW-PJ
$46.6MSCHWAB US DIVIDEND EQUITY ETF