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Capstone Financial Advisors, Inc.: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capstone Financial Advisors, Inc. on VTI, newest first. How the timeline and the estimate are built.

Capstone Financial Advisors, Inc. held 988,799 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 988,799 shares
    Change vs previous 13F +19,425 shares

    17.83% of the 13F portfolio, value $365,895,170.

    13F-HR 0001599217-26-000007 filed by Capstone Financial Advisors, Inc.
    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 969,374 shares
    Change vs previous 13F +11,536 shares

    16.75% of the 13F portfolio, value $310,984,867.

    13F-HR 0001599217-26-000005 filed by Capstone Financial Advisors, Inc.
    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 957,838 shares
    Change vs previous 13F +12,842 shares

    17.11% of the 13F portfolio, value $321,134,179.

    13F-HR 0001599217-26-000002 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 944,996 shares
    Change vs previous 13F +2,720 shares

    16.81% of the 13F portfolio, value $310,119,488.

    13F-HR 0001599217-25-000007 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 942,276 shares
    Change vs previous 13F -18,628 shares

    16.6% of the 13F portfolio, value $286,385,892.

    13F-HR 0001599217-25-000005 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 960,904 shares
    Change vs previous 13F +10,101 shares

    16.57% of the 13F portfolio, value $264,094,798.

    13F-HR 0001599217-25-000003 filed by Capstone Financial Advisors, Inc.
    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 950,803 shares
    Change vs previous 13F +19,525 shares

    17.03% of the 13F portfolio, value $275,552,192.

    13F-HR 0001599217-25-000001 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 931,278 shares
    Change vs previous 13F not available

    16.22% of the 13F portfolio, value $263,700,801.

    13F-HR 0001599217-24-000012 filed by Capstone Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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