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Disclosery

Ascent Wealth Partners, LLC: VTI position timeline

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

Ascent Wealth Partners, LLC held 5,043 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,043 shares
    Change vs previous 13F -2,314 shares

    0.19% of the 13F portfolio, value $1,866,112.

    13F-HR 0001546865-26-000005 filed by Ascent Wealth Partners, 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 7,357 shares
    Change vs previous 13F +2,014 shares

    0.27% of the 13F portfolio, value $2,360,199.

    13F-HR 0001546865-26-000004 filed by Ascent Wealth Partners, 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 5,343 shares
    Change vs previous 13F -245 shares

    0.21% of the 13F portfolio, value $1,791,348.

    13F-HR 0001546865-26-000002 filed by Ascent Wealth Partners, 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 5,588 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,833,814.

    13F-HR 0001546865-25-000007 filed by Ascent Wealth Partners, 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 5,588 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,698,361.

    13F-HR 0001546865-25-000004 filed by Ascent Wealth Partners, 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 5,588 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,535,806.

    13F-HR 0001546865-25-000003 filed by Ascent Wealth Partners, 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 5,588 shares
    Change vs previous 13F +1,530 shares

    0.22% of the 13F portfolio, value $1,619,458.

    13F-HR 0001546865-25-000002 filed by Ascent Wealth Partners, 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 4,058 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,149,063.

    13F-HR 0001546865-24-000008 filed by Ascent Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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