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Disclosery

Cape Investment Advisory, Inc.: VTV position timeline

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

Cape Investment Advisory, Inc. held 2,892 VTV 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 2,892 shares
    Change vs previous 13F +14 shares

    0.16% of the 13F portfolio, value $625,113.

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

  2. period ended2026-06-30
    13F 2,878 shares
    Change vs previous 13F -130 shares

    0.17% of the 13F portfolio, value $627,301.

    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 3,008 shares
    Change vs previous 13F +312 shares

    0.2% of the 13F portfolio, value $590,282.

    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 2,696 shares
    Change vs previous 13F +1,020 shares

    0.16% of the 13F portfolio, value $515,055.

    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 1,676 shares
    Change vs previous 13F -349 shares

    0.31% of the 13F portfolio, value $312,612.

    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 2,025 shares
    Change vs previous 13F +156 shares

    0.13% of the 13F portfolio, value $357,821.

    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 1,869 shares
    Change vs previous 13F +1,235 shares

    0.13% of the 13F portfolio, value $322,912.

    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 634 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $107,327.

    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).