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Disclosery

Ballentine Partners, LLC: VTV position timeline

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

Ballentine Partners, LLC held 45,520 VTV 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 45,520 shares
    Change vs previous 13F -4,919 shares

    0.12% of the 13F portfolio, value $9,920,248.

    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 50,439 shares
    Change vs previous 13F +9,403 shares

    0.14% of the 13F portfolio, value $9,896,199.

    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 41,036 shares
    Change vs previous 13F +44 shares

    0.11% of the 13F portfolio, value $7,837,531.

    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 40,992 shares
    Change vs previous 13F -687 shares

    0.11% of the 13F portfolio, value $7,644,662.

    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 41,679 shares
    Change vs previous 13F +10,664 shares

    0.11% of the 13F portfolio, value $7,366,346.

    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 31,015 shares
    Change vs previous 13F +2,061 shares

    0.09% of the 13F portfolio, value $5,357,531.

    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 28,954 shares
    Change vs previous 13F +92 shares

    0.08% of the 13F portfolio, value $4,901,912.

    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 28,862 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,038,439.

    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).