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Disclosery

Avalon Advisory Group: VTI position timeline

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

Avalon Advisory Group held 385,356 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 385,356 shares
    Change vs previous 13F -2,815 shares

    52.66% of the 13F portfolio, value $142,597,311.

    13F-HR 0001802119-26-000003 filed by Avalon Advisory Group
    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 388,171 shares
    Change vs previous 13F +17,192 shares

    50.24% of the 13F portfolio, value $124,529,289.

    13F-HR 0001802119-26-000002 filed by Avalon Advisory Group
    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 370,979 shares
    Change vs previous 13F -10,796 shares

    50.75% of the 13F portfolio, value $124,378,101.

    13F-HR 0001802119-26-000001 filed by Avalon Advisory Group
    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 381,775 shares
    Change vs previous 13F -1,213 shares

    50.78% of the 13F portfolio, value $125,287,203.

    13F-HR 0001802119-25-000004 filed by Avalon Advisory Group
    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 382,988 shares
    Change vs previous 13F +3,776 shares

    50% of the 13F portfolio, value $116,401,453.

    13F-HR 0001172661-25-002583 filed by Avalon Advisory Group
    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 379,212 shares
    Change vs previous 13F -11,492 shares

    49.1% of the 13F portfolio, value $104,222,545.

    13F-HR 0001172661-25-001858 filed by Avalon Advisory Group
    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 390,704 shares
    Change vs previous 13F -2,796 shares

    51.7% of the 13F portfolio, value $113,229,845.

    13F-HR 0001172661-25-000197 filed by Avalon Advisory Group
    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 393,500 shares
    Change vs previous 13F not available

    50.51% of the 13F portfolio, value $111,423,528.

    13F-HR 0001172661-24-004842 filed by Avalon Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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