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Bell Investment Advisors, Inc: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bell Investment Advisors, Inc on VTV, newest first. How the timeline and the estimate are built.

Bell Investment Advisors, Inc held 89,061 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,061 shares
    Change vs previous 13F -10,209 shares

    2.85% of the 13F portfolio, value $19,408,974.

    13F-HR 0001890149-26-000003 filed by Bell Investment Advisors, 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 99,270 shares
    Change vs previous 13F -3,024 shares

    3.05% of the 13F portfolio, value $19,476,752.

    13F-HR 0001890149-26-000002 filed by Bell Investment Advisors, 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 102,294 shares
    Change vs previous 13F +987 shares

    3.09% of the 13F portfolio, value $19,537,054.

    13F-HR 0001890149-26-000001 filed by Bell Investment Advisors, 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 101,307 shares
    Change vs previous 13F +1,094 shares

    3.09% of the 13F portfolio, value $18,892,802.

    13F-HR 0001890149-25-000009 filed by Bell Investment Advisors, 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 100,213 shares
    Change vs previous 13F +3,351 shares

    3.05% of the 13F portfolio, value $17,711,734.

    13F-HR 0001890149-25-000005 filed by Bell Investment Advisors, 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 96,862 shares
    Change vs previous 13F -652 shares

    3.09% of the 13F portfolio, value $16,731,860.

    13F-HR 0001890149-25-000004 filed by Bell Investment Advisors, 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 97,514 shares
    Change vs previous 13F -473 shares

    3.08% of the 13F portfolio, value $16,509,142.

    13F-HR 0001890149-25-000001 filed by Bell Investment Advisors, 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 97,987 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $17,105,560.

    13F-HR 0001890149-24-000004 filed by Bell Investment Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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