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Circle Wealth Management, LLC: VTI position timeline

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

Circle Wealth Management, LLC held 260,552 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 260,552 shares
    Change vs previous 13F +1,430 shares

    1.21% of the 13F portfolio, value $96,414,716.

    13F-HR 0001578242-26-000003 filed by Circle 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 259,122 shares
    Change vs previous 13F +643 shares

    1.19% of the 13F portfolio, value $83,128,868.

    13F-HR 0001578242-26-000002 filed by Circle 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 258,479 shares
    Change vs previous 13F -1,067 shares

    1.34% of the 13F portfolio, value $86,660,405.

    13F-HR 0001578242-26-000001 filed by Circle 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 259,546 shares
    Change vs previous 13F -1,390 shares

    1.66% of the 13F portfolio, value $85,175,200.

    13F-HR 0001578242-25-000007 filed by Circle 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 260,936 shares
    Change vs previous 13F -12,896 shares

    1.76% of the 13F portfolio, value $79,306,316.

    13F-HR 0001578242-25-000003 filed by Circle 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 273,832 shares
    Change vs previous 13F -8,604 shares

    1.74% of the 13F portfolio, value $75,260,005.

    13F-HR 0001578242-25-000002 filed by Circle 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 282,436 shares
    Change vs previous 13F +1,591 shares

    1.75% of the 13F portfolio, value $81,852,892.

    13F-HR 0001578242-25-000001 filed by Circle 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 280,845 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $79,524,193.

    13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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