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Cedar Wealth Management, LLC: VTI position timeline

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

Cedar Wealth Management, LLC held 200,645 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,645 shares
    Change vs previous 13F -415 shares

    19.09% of the 13F portfolio, value $74,246,583.

    13F-HR 0001665642-26-000004 filed by Cedar Wealth Management, 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 201,060 shares
    Change vs previous 13F 0 shares

    18.77% of the 13F portfolio, value $64,501,978.

    13F-HR 0001665642-26-000003 filed by Cedar Wealth Management, 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 201,060 shares
    Change vs previous 13F -11 shares

    20.16% of the 13F portfolio, value $67,409,302.

    13F-HR 0001665642-26-000001 filed by Cedar Wealth Management, 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 201,071 shares
    Change vs previous 13F 0 shares

    20.22% of the 13F portfolio, value $65,985,399.

    13F-HR 0001665642-25-000006 filed by Cedar Wealth Management, 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 201,071 shares
    Change vs previous 13F 0 shares

    20.7% of the 13F portfolio, value $61,111,443.

    13F-HR 0001665642-25-000003 filed by Cedar Wealth Management, 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 201,071 shares
    Change vs previous 13F -1,010 shares

    19.66% of the 13F portfolio, value $55,262,294.

    13F-HR 0001665642-25-000002 filed by Cedar Wealth Management, 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 202,081 shares
    Change vs previous 13F -8,361 shares

    21.18% of the 13F portfolio, value $58,565,119.

    13F-HR 0001665642-25-000001 filed by Cedar Wealth Management, 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 210,442 shares
    Change vs previous 13F not available

    18.5% of the 13F portfolio, value $59,588,676.

    13F-HR 0001665642-24-000005 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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