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AA Financial Advisors, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AA Financial Advisors, LLC on VTI, newest first. How the timeline and the estimate are built.

AA Financial Advisors, LLC held 55,335 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,335 shares
    Change vs previous 13F -973 shares

    2.46% of the 13F portfolio, value $20,476,158.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 56,308 shares
    Change vs previous 13F +1,486 shares

    2.54% of the 13F portfolio, value $18,064,245.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 54,822 shares
    Change vs previous 13F -633 shares

    3.4% of the 13F portfolio, value $18,380,043.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 55,455 shares
    Change vs previous 13F +726 shares

    3.58% of the 13F portfolio, value $18,198,584.

    13F-HR 0002085853-25-000076 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 54,729 shares
    Change vs previous 13F +1,308 shares

    3.58% of the 13F portfolio, value $16,633,869.

    13F-HR 0001667731-25-000783 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 53,421 shares
    Change vs previous 13F -8,217 shares

    3.58% of the 13F portfolio, value $14,682,185.

    13F-HR 0001667731-25-000448 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 61,638 shares
    Change vs previous 13F +3,937 shares

    4.76% of the 13F portfolio, value $17,863,223.

    13F-HR 0001667731-25-000094 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 57,701 shares
    Change vs previous 13F not available

    4.73% of the 13F portfolio, value $16,338,567.

    13F-HR 0002016899-24-000004 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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