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Bleakley Financial Group, LLC: VTI position timeline

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

Bleakley Financial Group, LLC held 152,931 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,931 shares
    Change vs previous 13F +32,520 shares

    0.72% of the 13F portfolio, value $56,590,617.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 120,411 shares
    Change vs previous 13F +18,092 shares

    0.6% of the 13F portfolio, value $38,629,164.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 102,319 shares
    Change vs previous 13F +16,612 shares

    0.6% of the 13F portfolio, value $34,304,545.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 85,707 shares
    Change vs previous 13F +7,911 shares

    0.65% of the 13F portfolio, value $28,126,477.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 77,796 shares
    Change vs previous 13F +37,361 shares

    0.6% of the 13F portfolio, value $23,644,627.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 40,435 shares
    Change vs previous 13F +3,240 shares

    0.36% of the 13F portfolio, value $11,113,169.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 37,195 shares
    Change vs previous 13F +3,838 shares

    0.32% of the 13F portfolio, value $10,779,357.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 33,357 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $9,445,498.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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