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Disclosery

CGN Advisors LLC: VTI position timeline

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

CGN Advisors LLC held 133,385 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,385 shares
    Change vs previous 13F +4,892 shares

    3.6% of the 13F portfolio, value $49,357,742.

    13F-HR 0001841506-26-000004 filed by CGN Advisors 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 128,493 shares
    Change vs previous 13F +2,821 shares

    3.26% of the 13F portfolio, value $41,221,983.

    13F-HR 0001841506-26-000003 filed by CGN Advisors 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 125,672 shares
    Change vs previous 13F -675 shares

    3.34% of the 13F portfolio, value $42,134,034.

    13F-HR 0001841506-26-000001 filed by CGN Advisors 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 126,347 shares
    Change vs previous 13F +1,981 shares

    3.41% of the 13F portfolio, value $41,463,308.

    13F-HR 0001841506-25-000008 filed by CGN Advisors 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 124,366 shares
    Change vs previous 13F -3,045 shares

    3.38% of the 13F portfolio, value $37,798,632.

    13F-HR 0001841506-25-000005 filed by CGN Advisors 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 127,411 shares
    Change vs previous 13F +4,630 shares

    3.43% of the 13F portfolio, value $35,017,677.

    13F-HR 0001841506-25-000002 filed by CGN Advisors 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 122,781 shares
    Change vs previous 13F +1,270 shares

    3.46% of the 13F portfolio, value $35,583,238.

    13F-HR 0001841506-25-000001 filed by CGN Advisors 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 121,511 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $34,407,194.

    13F-HR 0001841506-24-000008 filed by CGN Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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