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Disclosery

Advantage Trust Co: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advantage Trust Co on VTV, newest first. How the timeline and the estimate are built.

Advantage Trust Co held 114,408 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 114,408 shares
    Change vs previous 13F -2,556 shares

    8.77% of the 13F portfolio, value $24,932,935.

    13F-HR 0002009346-26-000004 filed by Advantage Trust Co
    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 116,964 shares
    Change vs previous 13F -541 shares

    10.28% of the 13F portfolio, value $22,948,337.

    13F-HR 0002009346-26-000002 filed by Advantage Trust Co
    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 117,505 shares
    Change vs previous 13F +16,224 shares

    10.11% of the 13F portfolio, value $22,442,280.

    13F-HR 0002009346-26-000001 filed by Advantage Trust Co
    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 101,281 shares
    Change vs previous 13F +7,150 shares

    8.53% of the 13F portfolio, value $18,887,893.

    13F-HR 0002009346-25-000009 filed by Advantage Trust Co
    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 94,131 shares
    Change vs previous 13F +2,620 shares

    8.2% of the 13F portfolio, value $16,636,712.

    13F-HR 0002009346-25-000006 filed by Advantage Trust Co
    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 91,511 shares
    Change vs previous 13F +3,281 shares

    9.58% of the 13F portfolio, value $15,807,610.

    13F-HR 0002009346-25-000004 filed by Advantage Trust Co
    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 88,230 shares
    Change vs previous 13F +6,332 shares

    8.79% of the 13F portfolio, value $14,937,339.

    13F-HR 0002009346-25-000001 filed by Advantage Trust Co
    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 81,898 shares
    Change vs previous 13F not available

    9.71% of the 13F portfolio, value $14,296,934.

    13F-HR 0002009346-24-000004 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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