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Disclosery

Applied Capital LLC: VTI position timeline

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

Applied Capital LLC held 54,824 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,824 shares
    Change vs previous 13F -2,730 shares

    6.54% of the 13F portfolio, value $20,287,005.

    13F-HR 0001862965-26-000006 filed by Applied Capital 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 57,554 shares
    Change vs previous 13F -152 shares

    6.89% of the 13F portfolio, value $18,464,014.

    13F-HR 0001862965-26-000004 filed by Applied Capital 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 57,706 shares
    Change vs previous 13F +146 shares

    7.45% of the 13F portfolio, value $19,347,171.

    13F-HR 0001862965-26-000002 filed by Applied Capital 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 57,560 shares
    Change vs previous 13F +702 shares

    7.61% of the 13F portfolio, value $18,889,506.

    13F-HR 0001862965-25-000010 filed by Applied Capital 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 56,858 shares
    Change vs previous 13F +1,885 shares

    7.6% of the 13F portfolio, value $17,280,851.

    13F-HR 0001862965-25-000008 filed by Applied Capital 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 54,973 shares
    Change vs previous 13F +1,923 shares

    7.41% of the 13F portfolio, value $15,108,693.

    13F-HR 0001862965-25-000006 filed by Applied Capital 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 53,050 shares
    Change vs previous 13F +539 shares

    7.89% of the 13F portfolio, value $15,374,311.

    13F-HR 0001862965-25-000002 filed by Applied Capital 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 52,511 shares
    Change vs previous 13F not available

    7.65% of the 13F portfolio, value $14,869,100.

    13F-HR 0001862965-24-000006 filed by Applied Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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