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Disclosery

Caprock Group, LLC: VTV position timeline

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

Caprock Group, LLC held 47,551 VTV 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 47,551 shares
    Change vs previous 13F -9,060 shares

    0.2% of the 13F portfolio, value $10,363,015.

    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 56,611 shares
    Change vs previous 13F -3,757 shares

    0.27% of the 13F portfolio, value $11,107,148.

    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 60,368 shares
    Change vs previous 13F -1,715 shares

    0.24% of the 13F portfolio, value $11,529,701.

    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 62,083 shares
    Change vs previous 13F -663 shares

    0.28% of the 13F portfolio, value $11,374,937.

    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 62,746 shares
    Change vs previous 13F +31,829 shares

    0.33% of the 13F portfolio, value $10,838,823.

    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 30,917 shares
    Change vs previous 13F -4,097 shares

    0.17% of the 13F portfolio, value $5,234,324.

    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 35,014 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,112,408.

    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).