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AE Wealth Management LLC: VTV position timeline

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

AE Wealth Management LLC held 180,477 VTV 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 180,477 shares
    Change vs previous 13F +36,619 shares

    0.18% of the 13F portfolio, value $39,331,378.

    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 143,858 shares
    Change vs previous 13F +40,252 shares

    0.15% of the 13F portfolio, value $28,224,900.

    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 103,606 shares
    Change vs previous 13F +5,750 shares

    0.11% of the 13F portfolio, value $19,787,684.

    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 97,856 shares
    Change vs previous 13F +12,099 shares

    0.12% of the 13F portfolio, value $18,249,232.

    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 85,757 shares
    Change vs previous 13F +3,678 shares

    0.11% of the 13F portfolio, value $15,156,701.

    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 82,079 shares
    Change vs previous 13F +2,987 shares

    0.12% of the 13F portfolio, value $14,178,307.

    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 79,092 shares
    Change vs previous 13F +6,626 shares

    0.11% of the 13F portfolio, value $13,390,288.

    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 72,466 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $12,650,417.

    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).