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Disclosery

AE Wealth Management LLC: VCIT position timeline

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

AE Wealth Management LLC held 26,630 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,630 shares
    Change vs previous 13F -6,944 shares

    0.01% of the 13F portfolio, value $2,200,880.

    13F-HR 0001697723-26-000007 filed by AE 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 33,574 shares
    Change vs previous 13F +15,760 shares

    0.02% of the 13F portfolio, value $2,778,163.

    13F-HR 0001697723-26-000006 filed by AE 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 17,814 shares
    Change vs previous 13F +1,161 shares

    0.01% of the 13F portfolio, value $1,491,916.

    13F-HR 0001697723-26-000001 filed by AE 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 16,653 shares
    Change vs previous 13F +4,237 shares

    0.01% of the 13F portfolio, value $1,400,699.

    13F-HR 0001697723-25-000007 filed by AE 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 12,416 shares
    Change vs previous 13F +7,618 shares

    0.01% of the 13F portfolio, value $1,029,565.

    13F-HR 0001697723-25-000004 filed by AE 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 4,798 shares
    Change vs previous 13F -1,571 shares

    <0.01% of the 13F portfolio, value $392,309.

    13F-HR 0001697723-25-000003 filed by AE 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 6,369 shares
    Change vs previous 13F -2,452 shares

    <0.01% of the 13F portfolio, value $511,245.

    13F-HR 0001697723-25-000001 filed by AE 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 8,821 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $738,730.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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