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Boston Standard Wealth Management, LLC: VTI position timeline

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

Boston Standard Wealth Management, LLC held 673,489 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 673,489 shares
    Change vs previous 13F +6,157 shares

    36.22% of the 13F portfolio, value $252,046,876.

    13F-HR 0001630939-26-000007 filed by Boston Standard Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 667,332 shares
    Change vs previous 13F -721 shares

    35.86% of the 13F portfolio, value $247,186,302.

    13F-HR 0001630939-26-000006 filed by Boston Standard Wealth 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 668,053 shares
    Change vs previous 13F -1,665 shares

    35.36% of the 13F portfolio, value $215,994,949.

    13F-HR 0001630939-26-000004 filed by Boston Standard Wealth 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 669,718 shares
    Change vs previous 13F +3,053 shares

    37.06% of the 13F portfolio, value $224,536,459.

    13F-HR 0001630939-26-000003 filed by Boston Standard Wealth 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 666,665 shares
    Change vs previous 13F -10,163 shares

    36.79% of the 13F portfolio, value $218,779,000.

    13F-HR 0001630939-25-000008 filed by Boston Standard Wealth 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 676,828 shares
    Change vs previous 13F +34,076 shares

    37.06% of the 13F portfolio, value $205,708,000.

    13F-HR 0001630939-25-000007 filed by Boston Standard Wealth 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 642,752 shares
    Change vs previous 13F -19,694 shares

    37.8% of the 13F portfolio, value $171,942,000.

    13F-HR 0001630939-25-000005 filed by Boston Standard Wealth 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 662,446 shares
    Change vs previous 13F not available

    37.31% of the 13F portfolio, value $191,983,000.

    13F-HR 0001630939-25-000003 filed by Boston Standard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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