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Disclosery

Brio Consultants, LLC: VTI position timeline

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

Brio Consultants, LLC held 8,544 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,544 shares
    Change vs previous 13F -107 shares

    0.37% of the 13F portfolio, value $3,161,622.

    13F-HR 0001765380-26-000352 filed by Brio Consultants, 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 8,651 shares
    Change vs previous 13F +113 shares

    0.38% of the 13F portfolio, value $3,088,320.

    13F-HR 0001765380-26-000174 filed by Brio Consultants, 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 8,538 shares
    Change vs previous 13F -160 shares

    0.37% of the 13F portfolio, value $2,862,535.

    13F-HR 0001765380-26-000062 filed by Brio Consultants, 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 8,698 shares
    Change vs previous 13F -297 shares

    0.39% of the 13F portfolio, value $2,854,464.

    13F-HR 0001765380-25-000454 filed by Brio Consultants, 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 8,995 shares
    Change vs previous 13F -2,507 shares

    0.4% of the 13F portfolio, value $2,733,889.

    13F-HR 0001765380-25-000305 filed by Brio Consultants, 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/A 11,502 shares
    Change vs previous 13F +2,772 shares

    0.5% of the 13F portfolio, value $3,161,244.

    13F-HR/A 0001765380-25-000240 filed by Brio Consultants, 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 8,730 shares
    Change vs previous 13F +1,540 shares

    0.4% of the 13F portfolio, value $2,530,041.

    13F-HR 0001765380-25-000010 filed by Brio Consultants, 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 7,190 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,035,920.

    13F-HR 0001765380-24-000391 filed by Brio Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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