My VIN number also disappeared, but I just spoke with my dealer, and he said that my ID4 is schedule to arrive on the SFL Conductor in Jacksonville, FL tomorrow.
"SFL Conductor" is a ship name I had not heard of before, so I had not been tracking it. But based on its history at vesselfinder.com (or shiplocation.com), it departed Emden on 9/20. That would mean that I got the "departing from factory" on 9/2, the ship carrying my ID4 departed Emden until 9/20, and I got updated 20-2 code on 9/24.
It will arrive in Jacksonville on 10/7 and is estimated to be at my dealer in Atlanta on 10/18-10/20.