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Disclosery

Abound Wealth Management: VTI position timeline

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

Abound Wealth Management held 46,138 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,138 shares
    Change vs previous 13F -611 shares

    3.39% of the 13F portfolio, value $17,072,979.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    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 46,749 shares
    Change vs previous 13F +1,373 shares

    3.41% of the 13F portfolio, value $14,997,656.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    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 45,376 shares
    Change vs previous 13F +1,912 shares

    3.56% of the 13F portfolio, value $15,213,128.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    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 43,464 shares
    Change vs previous 13F +776 shares

    3.57% of the 13F portfolio, value $14,263,725.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    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 42,688 shares
    Change vs previous 13F -8,707 shares

    3.67% of the 13F portfolio, value $12,974,229.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    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 51,395 shares
    Change vs previous 13F +11,173 shares

    4.71% of the 13F portfolio, value $14,125,460.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    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 40,222 shares
    Change vs previous 13F +1,142 shares

    3.74% of the 13F portfolio, value $11,656,772.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    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 39,080 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $11,065,811.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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