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Disclosery

BFSG, LLC: VTI position timeline

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

BFSG, LLC held 129,234 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,234 shares
    Change vs previous 13F +2,949 shares

    4.25% of the 13F portfolio, value $47,821,747.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 126,285 shares
    Change vs previous 13F +5,137 shares

    3.84% of the 13F portfolio, value $40,513,638.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 121,148 shares
    Change vs previous 13F +6,499 shares

    3.95% of the 13F portfolio, value $40,617,173.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 114,649 shares
    Change vs previous 13F -158 shares

    3.65% of the 13F portfolio, value $37,624,418.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 114,807 shares
    Change vs previous 13F +3,193 shares

    3.9% of the 13F portfolio, value $34,893,245.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 111,614 shares
    Change vs previous 13F +7,991 shares

    3.73% of the 13F portfolio, value $30,676,035.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 103,623 shares
    Change vs previous 13F +3,584 shares

    3.51% of the 13F portfolio, value $30,030,880.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 100,039 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $28,326,917.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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