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Arkadios Wealth Advisors: VTI position timeline

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

Arkadios Wealth Advisors held 150,267 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,267 shares
    Change vs previous 13F -7,105 shares

    0.85% of the 13F portfolio, value $55,604,875.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 157,372 shares
    Change vs previous 13F +61,038 shares

    0.83% of the 13F portfolio, value $50,486,502.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 96,334 shares
    Change vs previous 13F +19,828 shares

    0.64% of the 13F portfolio, value $32,297,816.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 76,506 shares
    Change vs previous 13F +1,803 shares

    0.62% of the 13F portfolio, value $25,106,997.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 74,703 shares
    Change vs previous 13F +18,242 shares

    0.68% of the 13F portfolio, value $22,704,459.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 56,461 shares
    Change vs previous 13F +21,070 shares

    0.59% of the 13F portfolio, value $15,517,821.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 35,391 shares
    Change vs previous 13F -11 shares

    0.56% of the 13F portfolio, value $10,256,772.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 35,402 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $10,024,315.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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