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Disclosery

AE Wealth Management LLC: VTI position timeline

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

AE Wealth Management LLC held 67,795 VTI 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 67,795 shares
    Change vs previous 13F +4,681 shares

    0.12% of the 13F portfolio, value $25,087,394.

    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 63,114 shares
    Change vs previous 13F +8,383 shares

    0.11% of the 13F portfolio, value $20,247,501.

    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 54,731 shares
    Change vs previous 13F +9,626 shares

    0.11% of the 13F portfolio, value $18,350,455.

    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 45,105 shares
    Change vs previous 13F +9,986 shares

    0.09% of the 13F portfolio, value $14,802,293.

    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 35,119 shares
    Change vs previous 13F -814 shares

    0.08% of the 13F portfolio, value $10,673,693.

    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 35,933 shares
    Change vs previous 13F -1,846 shares

    0.08% of the 13F portfolio, value $9,875,634.

    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 37,779 shares
    Change vs previous 13F -7,329 shares

    0.09% of the 13F portfolio, value $10,948,767.

    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 45,108 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $12,772,840.

    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).