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Ashford Advisors, LLC: VTI position timeline

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

Ashford Advisors, LLC held 152,610 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,610 shares
    Change vs previous 13F -4,752 shares

    11.65% of the 13F portfolio, value $56,471,640.

    13F-HR 0001861158-26-000004 filed by Ashford Advisors, 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 157,362 shares
    Change vs previous 13F +14 shares

    11.76% of the 13F portfolio, value $50,483,330.

    13F-HR 0001861158-26-000003 filed by Ashford Advisors, 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 157,348 shares
    Change vs previous 13F +307 shares

    11.55% of the 13F portfolio, value $52,754,173.

    13F-HR 0001861158-26-000002 filed by Ashford Advisors, 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 157,041 shares
    Change vs previous 13F -7,686 shares

    11.43% of the 13F portfolio, value $51,677,785.

    13F-HR 0001861158-25-000006 filed by Ashford Advisors, 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 164,727 shares
    Change vs previous 13F +236 shares

    11.6% of the 13F portfolio, value $50,065,477.

    13F-HR 0001861158-25-000002 filed by Ashford Advisors, 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 164,491 shares
    Change vs previous 13F -6,505 shares

    11.3% of the 13F portfolio, value $45,208,706.

    13F-HR 0001861158-25-000001 filed by Ashford Advisors, 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 170,996 shares
    Change vs previous 13F 0 shares

    11.46% of the 13F portfolio, value $49,556,351.

    13F-HR 0002042928-25-000002 filed by Ashford Advisors, 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 170,996 shares
    Change vs previous 13F not available

    11.27% of the 13F portfolio, value $48,419,227.

    13F-HR 0001861158-24-000010 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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