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AAF Wealth Management, LLC: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAF Wealth Management, LLC on VTV, newest first. How the timeline and the estimate are built.

AAF Wealth Management, LLC held 175,562 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,562 shares
    Change vs previous 13F -8,613 shares

    14.11% of the 13F portfolio, value $38,260,164.

    13F-HR 0001726609-26-000005 filed by AAF Wealth Management, 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 184,175 shares
    Change vs previous 13F -280 shares

    14.82% of the 13F portfolio, value $36,135,219.

    13F-HR 0001726609-26-000002 filed by AAF Wealth Management, 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 184,455 shares
    Change vs previous 13F +5,396 shares

    14.85% of the 13F portfolio, value $35,229,071.

    13F-HR 0001726609-26-000001 filed by AAF Wealth Management, 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 179,059 shares
    Change vs previous 13F +39,672 shares

    15.13% of the 13F portfolio, value $33,392,778.

    13F-HR 0001726609-25-000003 filed by AAF Wealth Management, 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 139,387 shares
    Change vs previous 13F +4,715 shares

    11.22% of the 13F portfolio, value $24,635,305.

    13F-HR 0001085146-25-004526 filed by AAF Wealth Management, 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 134,672 shares
    Change vs previous 13F +281 shares

    12.56% of the 13F portfolio, value $23,263,214.

    13F-HR 0001085146-25-003362 filed by AAF Wealth Management, 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/A 134,391 shares
    Change vs previous 13F +2,919 shares

    11.48% of the 13F portfolio, value $22,752,334.

    13F-HR/A 0001085146-25-003382 filed by AAF Wealth Management, 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/A 131,472 shares
    Change vs previous 13F not available

    11.56% of the 13F portfolio, value $22,951,033.

    13F-HR/A 0001085146-25-003381 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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