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Disclosery

Capital Asset Advisory Services LLC: VTI position timeline

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

Capital Asset Advisory Services LLC held 6,699 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,699 shares
    Change vs previous 13F +559 shares

    0.09% of the 13F portfolio, value $2,478,856.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services 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 6,140 shares
    Change vs previous 13F +428 shares

    0.08% of the 13F portfolio, value $2,150,249.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services 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 5,712 shares
    Change vs previous 13F +182 shares

    0.08% of the 13F portfolio, value $1,948,833.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services 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 5,530 shares
    Change vs previous 13F +1,925 shares

    0.08% of the 13F portfolio, value $1,814,760.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services 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 3,605 shares
    Change vs previous 13F +17 shares

    0.05% of the 13F portfolio, value $1,095,581.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services 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 3,588 shares
    Change vs previous 13F -655 shares

    0.05% of the 13F portfolio, value $997,205.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services 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 4,243 shares
    Change vs previous 13F -148 shares

    0.06% of the 13F portfolio, value $1,243,375.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services 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 4,391 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,240,666.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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