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CHERRYDALE WEALTH MANAGEMENT, LLC: VTI position timeline

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

CHERRYDALE WEALTH MANAGEMENT, LLC held 286,619 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 286,619 shares
    Change vs previous 13F +7,017 shares

    27.75% of the 13F portfolio, value $106,060,429.

    13F-HR 0001907327-26-000005 filed by CHERRYDALE 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 279,602 shares
    Change vs previous 13F +7,472 shares

    27.71% of the 13F portfolio, value $89,699,174.

    13F-HR 0001907327-26-000002 filed by CHERRYDALE 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 272,130 shares
    Change vs previous 13F +4,681 shares

    27.69% of the 13F portfolio, value $91,236,966.

    13F-HR 0001907327-26-000001 filed by CHERRYDALE 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 267,449 shares
    Change vs previous 13F +9,147 shares

    27.58% of the 13F portfolio, value $87,768,672.

    13F-HR 0001907327-25-000006 filed by CHERRYDALE 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 258,302 shares
    Change vs previous 13F +13,388 shares

    27.32% of the 13F portfolio, value $78,505,704.

    13F-HR 0001907327-25-000005 filed by CHERRYDALE 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 244,914 shares
    Change vs previous 13F -2,563 shares

    26.62% of the 13F portfolio, value $67,312,132.

    13F-HR 0001907327-25-000004 filed by CHERRYDALE 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 247,477 shares
    Change vs previous 13F +18,455 shares

    27.75% of the 13F portfolio, value $71,721,366.

    13F-HR 0001907327-25-000001 filed by CHERRYDALE 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 229,022 shares
    Change vs previous 13F not available

    26.51% of the 13F portfolio, value $64,849,857.

    13F-HR 0001907327-24-000004 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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