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Disclosery

Avalon Trust Co: VTI position timeline

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

Avalon Trust Co held 7,872 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 7,872 shares
    Change vs previous 13F -1,775 shares

    0.18% of the 13F portfolio, value $2,912,955.

    13F-HR 0001798150-26-000003 filed by Avalon Trust Co
    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 9,647 shares
    Change vs previous 13F -325 shares

    0.21% of the 13F portfolio, value $3,094,855.

    13F-HR 0001798150-26-000002 filed by Avalon Trust Co
    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 9,972 shares
    Change vs previous 13F -1,350 shares

    0.22% of the 13F portfolio, value $3,343,313.

    13F-HR 0001798150-26-000001 filed by Avalon Trust Co
    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 11,322 shares
    Change vs previous 13F -1,004 shares

    0.24% of the 13F portfolio, value $3,715,541.

    13F-HR 0001798150-25-000005 filed by Avalon Trust Co
    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 12,326 shares
    Change vs previous 13F +6,426 shares

    0.27% of the 13F portfolio, value $3,746,242.

    13F-HR 0001798150-25-000004 filed by Avalon Trust Co
    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 5,900 shares
    Change vs previous 13F -800 shares

    0.13% of the 13F portfolio, value $1,621,556.

    13F-HR 0001798150-25-000001 filed by Avalon Trust Co
    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 6,700 shares
    Change vs previous 13F -624 shares

    0.14% of the 13F portfolio, value $1,941,727.

    13F-HR 0000842775-25-000003 filed by Avalon Trust Co
    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 7,324 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,073,792.

    13F-HR 0001708001-24-000007 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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