Skip to content
Disclosery

Ballentine Partners, LLC: VTI position timeline

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

Ballentine Partners, LLC held 5,455,709 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,455,709 shares
    Change vs previous 13F -86,212 shares

    24.67% of the 13F portfolio, value $2,018,830,375.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    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 5,541,921 shares
    Change vs previous 13F -116,935 shares

    24.75% of the 13F portfolio, value $1,777,903,718.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    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 5,658,856 shares
    Change vs previous 13F -422,868 shares

    26.65% of the 13F portfolio, value $1,897,244,770.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    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 6,081,724 shares
    Change vs previous 13F +106,908 shares

    27.71% of the 13F portfolio, value $1,995,839,470.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    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 5,974,816 shares
    Change vs previous 13F +118,297 shares

    27.36% of the 13F portfolio, value $1,815,925,741.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    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 5,856,519 shares
    Change vs previous 13F -36,489 shares

    27.9% of the 13F portfolio, value $1,609,605,720.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    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 5,893,008 shares
    Change vs previous 13F -28,284 shares

    29.26% of the 13F portfolio, value $1,707,852,737.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    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 5,921,292 shares
    Change vs previous 13F not available

    28.68% of the 13F portfolio, value $1,676,673,165.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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