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Disclosery

BIP Wealth, LLC: VTI position timeline

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

BIP Wealth, LLC held 380,548 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 380,548 shares
    Change vs previous 13F +46,145 shares

    4% of the 13F portfolio, value $140,818,064.

    13F-HR 0001590214-26-000005 filed by BIP Wealth, 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 334,403 shares
    Change vs previous 13F -9,668 shares

    4.36% of the 13F portfolio, value $107,279,752.

    13F-HR 0001590214-26-000004 filed by BIP Wealth, 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 344,071 shares
    Change vs previous 13F +18,732 shares

    4.07% of the 13F portfolio, value $115,356,638.

    13F-HR 0001590214-26-000001 filed by BIP Wealth, 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 325,339 shares
    Change vs previous 13F +16,994 shares

    5.27% of the 13F portfolio, value $106,766,552.

    13F-HR 0001590214-25-000007 filed by BIP Wealth, 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 308,345 shares
    Change vs previous 13F +16,025 shares

    5.77% of the 13F portfolio, value $93,715,582.

    13F-HR 0001590214-25-000005 filed by BIP Wealth, 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 292,320 shares
    Change vs previous 13F +20,137 shares

    5.24% of the 13F portfolio, value $80,341,138.

    13F-HR 0001590214-25-000003 filed by BIP Wealth, 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 272,183 shares
    Change vs previous 13F +24,379 shares

    5.28% of the 13F portfolio, value $78,881,485.

    13F-HR 0001590214-25-000001 filed by BIP Wealth, 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 247,804 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $70,162,384.

    13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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