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AVANTAX ADVISORY SERVICES, INC.: VDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on VDE, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 51,463 VDE shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 51,463 shares
    Change vs previous 13F -1,363 shares

    0.03% of the 13F portfolio, value $6,130,261.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 52,826 shares
    Change vs previous 13F -1,191 shares

    0.04% of the 13F portfolio, value $6,852,073.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 54,017 shares
    Change vs previous 13F -968 shares

    0.04% of the 13F portfolio, value $6,552,813.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 54,985 shares
    Change vs previous 13F -6,178 shares

    0.04% of the 13F portfolio, value $6,733,996.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 61,163 shares
    Change vs previous 13F -1,871 shares

    0.06% of the 13F portfolio, value $7,802,572.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 63,034 shares
    Change vs previous 13F +7,220 shares

    0.07% of the 13F portfolio, value $8,301,628.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 55,814 shares
    Change vs previous 13F -12,086 shares

    0.06% of the 13F portfolio, value $6,545,870.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 67,900 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,605,693.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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