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BARRETT & COMPANY, INC.: VTI position timeline

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

BARRETT & COMPANY, INC. held 103,784 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,784 shares
    Change vs previous 13F +6,760 shares

    10.75% of the 13F portfolio, value $38,404,270.

    13F-HR 0000887602-26-000004 filed by BARRETT & COMPANY, INC.
    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 97,024 shares
    Change vs previous 13F +3,314 shares

    10.71% of the 13F portfolio, value $31,126,273.

    13F-HR 0000887602-26-000003 filed by BARRETT & COMPANY, INC.
    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 93,710 shares
    Change vs previous 13F +2,610 shares

    10.48% of the 13F portfolio, value $31,418,057.

    13F-HR 0000887602-26-000001 filed by BARRETT & COMPANY, INC.
    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 91,100 shares
    Change vs previous 13F +4,775 shares

    10.25% of the 13F portfolio, value $29,896,140.

    13F-HR 0000887602-25-000006 filed by BARRETT & COMPANY, INC.
    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 86,325 shares
    Change vs previous 13F +11,216 shares

    9.84% of the 13F portfolio, value $26,236,637.

    13F-HR 0000887602-25-000004 filed by BARRETT & COMPANY, INC.
    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 75,109 shares
    Change vs previous 13F +1,823 shares

    8.89% of the 13F portfolio, value $20,642,850.

    13F-HR 0000887602-25-000003 filed by BARRETT & COMPANY, INC.
    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 73,286 shares
    Change vs previous 13F +3,544 shares

    8.96% of the 13F portfolio, value $21,238,873.

    13F-HR 0000887602-25-000001 filed by BARRETT & COMPANY, INC.
    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 69,742 shares
    Change vs previous 13F not available

    8.56% of the 13F portfolio, value $19,748,055.

    13F-HR 0000887602-24-000006 filed by BARRETT & COMPANY, INC.
    Filed (acceptance time not in the bulk data set), ingested

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