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Baker Avenue Asset Management, LP: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baker Avenue Asset Management, LP on VTI, newest first. How the timeline and the estimate are built.

Baker Avenue Asset Management, LP held 257,670 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 257,670 shares
    Change vs previous 13F -2,250 shares

    1.81% of the 13F portfolio, value $95,348,219.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    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 259,920 shares
    Change vs previous 13F +12,567 shares

    1.9% of the 13F portfolio, value $83,384,929.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    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 247,353 shares
    Change vs previous 13F +12,550 shares

    1.91% of the 13F portfolio, value $82,930,143.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    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 234,803 shares
    Change vs previous 13F +7,399 shares

    1.85% of the 13F portfolio, value $77,055,234.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    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 227,404 shares
    Change vs previous 13F +6,562 shares

    1.97% of the 13F portfolio, value $69,114,914.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    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 220,842 shares
    Change vs previous 13F +8,710 shares

    1.9% of the 13F portfolio, value $60,696,168.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    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 212,132 shares
    Change vs previous 13F +35,834 shares

    1.88% of the 13F portfolio, value $61,478,055.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    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 176,298 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $49,920,536.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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