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Disclosery

Capital Square, LLC: VTI position timeline

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

Capital Square, LLC held 41,812 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,812 shares
    Change vs previous 13F +30 shares

    6.85% of the 13F portfolio, value $15,583,184.

    13F-HR 0001798736-26-000003 filed by Capital Square, 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 41,782 shares
    Change vs previous 13F +4,523 shares

    6.78% of the 13F portfolio, value $14,709,496.

    13F-HR 0001798736-26-000002 filed by Capital Square, 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 37,259 shares
    Change vs previous 13F +1,489 shares

    6.37% of the 13F portfolio, value $12,491,916.

    13F-HR 0001798736-26-000001 filed by Capital Square, 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 35,770 shares
    Change vs previous 13F +832 shares

    5.98% of the 13F portfolio, value $11,738,678.

    13F-HR 0001798736-25-000007 filed by Capital Square, 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 34,938 shares
    Change vs previous 13F +1,259 shares

    5.72% of the 13F portfolio, value $10,726,700.

    13F-HR 0001798736-25-000003 filed by Capital Square, 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 33,679 shares
    Change vs previous 13F +2,070 shares

    5.44% of the 13F portfolio, value $9,256,345.

    13F-HR 0001798736-25-000002 filed by Capital Square, 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 31,609 shares
    Change vs previous 13F -326 shares

    5.41% of the 13F portfolio, value $9,524,072.

    13F-HR 0001798736-25-000001 filed by Capital Square, 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 31,935 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $9,042,928.

    13F-HR 0001798736-24-000004 filed by Capital Square, LLC
    Filed (acceptance time not in the bulk data set), ingested

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