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BOS Asset Management, LLC: VTI position timeline

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

BOS Asset Management, LLC held 6,540 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,540 shares
    Change vs previous 13F -46 shares

    0.57% of the 13F portfolio, value $2,447,516.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,586 shares
    Change vs previous 13F -310 shares

    0.57% of the 13F portfolio, value $2,437,132.

    13F-HR 0001965814-26-000003 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,896 shares
    Change vs previous 13F -2,359 shares

    0.57% of the 13F portfolio, value $2,212,334.

    13F-HR 0001965814-26-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,255 shares
    Change vs previous 13F -91 shares

    0.83% of the 13F portfolio, value $3,102,903.

    13F-HR 0001965814-26-000001 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,346 shares
    Change vs previous 13F -271 shares

    0.86% of the 13F portfolio, value $3,067,142.

    13F-HR 0001965814-25-000009 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,617 shares
    Change vs previous 13F +330 shares

    0.93% of the 13F portfolio, value $2,922,979.

    13F-HR 0001965814-25-000007 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,287 shares
    Change vs previous 13F -942 shares

    0.88% of the 13F portfolio, value $2,552,516.

    13F-HR 0001965814-25-000006 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,229 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,964,448.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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