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Disclosery

Berkeley, Inc: VTI position timeline

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

Berkeley, Inc held 4,373 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 4,373 shares
    Change vs previous 13F -144 shares

    0.51% of the 13F portfolio, value $1,618,249.

    13F-HR 0002051965-26-000003 filed by Berkeley, 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 4,517 shares
    Change vs previous 13F +335 shares

    0.49% of the 13F portfolio, value $1,448,946.

    13F-HR 0002051965-26-000002 filed by Berkeley, 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 4,182 shares
    Change vs previous 13F -138 shares

    0.45% of the 13F portfolio, value $1,401,984.

    13F-HR 0002051965-26-000001 filed by Berkeley, 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 4,320 shares
    Change vs previous 13F +5 shares

    0.46% of the 13F portfolio, value $1,417,530.

    13F-HR 0002051965-25-000002 filed by Berkeley, 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 4,315 shares
    Change vs previous 13F -96 shares

    0.47% of the 13F portfolio, value $1,311,600.

    13F-HR 0001085146-25-004782 filed by Berkeley, 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 4,411 shares
    Change vs previous 13F -189 shares

    0.57% of the 13F portfolio, value $1,212,354.

    13F-HR 0001085146-25-002529 filed by Berkeley, 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/A 4,600 shares
    Change vs previous 13F -4,636 shares

    0.69% of the 13F portfolio, value $1,333,237.

    13F-HR/A 0001085146-25-001875 filed by Berkeley, 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/A 9,236 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,615,038.

    13F-HR/A 0001085146-25-001874 filed by Berkeley, Inc
    Filed (acceptance time not in the bulk data set), ingested

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