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Disclosery

Affiance Financial, LLC: VTI position timeline

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

Affiance Financial, LLC held 237,334 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,334 shares
    Change vs previous 13F +9,463 shares

    12.64% of the 13F portfolio, value $87,823,088.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, 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 227,871 shares
    Change vs previous 13F +20,497 shares

    11.86% of the 13F portfolio, value $73,103,412.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, 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 207,374 shares
    Change vs previous 13F +14,019 shares

    11.19% of the 13F portfolio, value $69,526,350.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, 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 193,355 shares
    Change vs previous 13F +8,792 shares

    11.55% of the 13F portfolio, value $63,453,420.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, 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 184,563 shares
    Change vs previous 13F +18,018 shares

    11.4% of the 13F portfolio, value $56,094,512.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, 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 166,545 shares
    Change vs previous 13F -182 shares

    10.66% of the 13F portfolio, value $45,773,405.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, 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 166,727 shares
    Change vs previous 13F +5,708 shares

    11.56% of the 13F portfolio, value $48,319,193.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, 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 161,019 shares
    Change vs previous 13F not available

    11.07% of the 13F portfolio, value $45,594,378.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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