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Disclosery

Adero Partners, LLC: VTI position timeline

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

Adero Partners, LLC held 13,717 VTI shares at 2025-03-31 per its 13F-HR filed 2025-04-17.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 13,717 shares
    Change vs previous 13F +20 shares

    0.25% of the 13F portfolio, value $3,770,002.

    13F-HR 0001765380-25-000145 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 13,697 shares
    Change vs previous 13F +119 shares

    0.26% of the 13F portfolio, value $3,969,540.

    13F-HR 0001765380-25-000013 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 13,578 shares
    Change vs previous 13F +1,366 shares

    0.26% of the 13F portfolio, value $3,844,678.

    13F-HR 0001765380-24-000403 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 12,212 shares
    Change vs previous 13F +3,760 shares

    0.24% of the 13F portfolio, value $3,266,918.

    13F-HR 0001765380-24-000244 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 8,452 shares
    Change vs previous 13F +1,183 shares

    0.17% of the 13F portfolio, value $2,196,758.

    13F-HR 0001765380-24-000170 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 7,269 shares
    Change vs previous 13F +454 shares

    0.15% of the 13F portfolio, value $1,724,330.

    13F-HR 0001765380-24-000070 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 6,815 shares
    Change vs previous 13F +2,087 shares

    0.14% of the 13F portfolio, value $1,447,653.

    13F-HR 0001765380-23-000249 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 4,728 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,041,422.

    13F-HR 0001765380-23-000127 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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