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Disclosery

Cape Investment Advisory, Inc.: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cape Investment Advisory, Inc. on VTI, newest first. How the timeline and the estimate are built.

Cape Investment Advisory, Inc. held 3,105 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,105 shares
    Change vs previous 13F -125 shares

    0.3% of the 13F portfolio, value $1,161,978.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,230 shares
    Change vs previous 13F +301 shares

    0.32% of the 13F portfolio, value $1,195,134.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    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 2,929 shares
    Change vs previous 13F -290 shares

    0.31% of the 13F portfolio, value $939,573.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    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 3,219 shares
    Change vs previous 13F +114 shares

    0.33% of the 13F portfolio, value $1,079,131.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    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 3,105 shares
    Change vs previous 13F -647 shares

    1% of the 13F portfolio, value $1,018,957.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    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 3,752 shares
    Change vs previous 13F +792 shares

    0.42% of the 13F portfolio, value $1,140,471.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    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 2,960 shares
    Change vs previous 13F +642 shares

    0.32% of the 13F portfolio, value $813,640.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    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 2,318 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $671,914.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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