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Disclosery

Caprock Group, LLC: VTI position timeline

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

Caprock Group, LLC held 886,893 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 886,893 shares
    Change vs previous 13F -4,188 shares

    6.29% of the 13F portfolio, value $328,144,943.

    13F-HR 0001610769-26-000003 filed by Caprock Group, 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 891,081 shares
    Change vs previous 13F -3,426 shares

    6.94% of the 13F portfolio, value $285,867,710.

    13F-HR 0001610769-26-000002 filed by Caprock Group, 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 894,507 shares
    Change vs previous 13F +14,955 shares

    6.33% of the 13F portfolio, value $299,901,477.

    13F-HR 0001610769-26-000001 filed by Caprock Group, 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 879,552 shares
    Change vs previous 13F +9,757 shares

    6.89% of the 13F portfolio, value $279,873,604.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 869,795 shares
    Change vs previous 13F -34,186 shares

    7.29% of the 13F portfolio, value $239,054,559.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 903,981 shares
    Change vs previous 13F +97,207 shares

    8.56% of the 13F portfolio, value $261,982,925.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 806,774 shares
    Change vs previous 13F not available

    8.34% of the 13F portfolio, value $229,146,393.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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