Skip to content
Disclosery

Berman Capital Advisors, LLC: VTI position timeline

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

Berman Capital Advisors, LLC held 42,892 VTI shares at 2021-09-30 per its 13F-HR filed 2021-10-07.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 42,892 shares
    Change vs previous 13F +715 shares

    1.5% of the 13F portfolio, value $9,524,000.

    13F-HR 0000909012-21-000126 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 42,177 shares
    Change vs previous 13F -87 shares

    1.5% of the 13F portfolio, value $9,397,000.

    13F-HR 0000909012-21-000109 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 42,264 shares
    Change vs previous 13F -1,325 shares

    1.83% of the 13F portfolio, value $8,735,000.

    13F-HR 0000909012-21-000076 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F/A 43,589 shares
    Change vs previous 13F +1,810 shares

    2.03% of the 13F portfolio, value $8,484,000.

    13F-HR/A 0000909012-21-000047 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 41,779 shares
    Change vs previous 13F -701 shares

    2.02% of the 13F portfolio, value $7,115,000.

    13F-HR 0000909012-20-000144 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 42,480 shares
    Change vs previous 13F -723 shares

    1.74% of the 13F portfolio, value $6,649,000.

    13F-HR 0000909012-20-000110 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 43,203 shares
    Change vs previous 13F +8,128 shares

    1.8% of the 13F portfolio, value $5,569,000.

    13F-HR 0000909012-20-000085 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 35,075 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $5,738,000.

    13F-HR 0000909012-20-000035 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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