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AVANTAX ADVISORY SERVICES, INC.: VTI position timeline

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

AVANTAX ADVISORY SERVICES, INC. held 282,434 VTI 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 282,434 shares
    Change vs previous 13F +15,011 shares

    0.47% of the 13F portfolio, value $85,840,061.

    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 267,423 shares
    Change vs previous 13F +9,600 shares

    0.45% of the 13F portfolio, value $73,498,591.

    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 257,823 shares
    Change vs previous 13F +21,258 shares

    0.47% of the 13F portfolio, value $74,719,805.

    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 236,565 shares
    Change vs previous 13F +11,743 shares

    0.44% of the 13F portfolio, value $66,985,805.

    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 224,822 shares
    Change vs previous 13F -32,297 shares

    0.43% of the 13F portfolio, value $60,142,218.

    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 257,119 shares
    Change vs previous 13F +15,813 shares

    0.59% of the 13F portfolio, value $66,825,185.

    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 241,306 shares
    Change vs previous 13F +36,342 shares

    0.57% of the 13F portfolio, value $57,242,714.

    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 204,964 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $43,536,395.

    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).