Skip to content
Disclosery

Clearstead Advisors, LLC: VTI position timeline

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

Clearstead Advisors, LLC held 354,872 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 354,872 shares
    Change vs previous 13F -188,001 shares

    1.24% of the 13F portfolio, value $131,317,121.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 542,873 shares
    Change vs previous 13F +401,058 shares

    1.59% of the 13F portfolio, value $174,159,058.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 141,815 shares
    Change vs previous 13F +3,784 shares

    0.6% of the 13F portfolio, value $47,546,453.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 138,031 shares
    Change vs previous 13F -1,219 shares

    0.66% of the 13F portfolio, value $45,297,766.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 139,250 shares
    Change vs previous 13F +157 shares

    0.59% of the 13F portfolio, value $42,322,232.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 139,093 shares
    Change vs previous 13F +12,914 shares

    0.59% of the 13F portfolio, value $38,228,247.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 126,179 shares
    Change vs previous 13F +2,058 shares

    0.56% of the 13F portfolio, value $36,567,853.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 124,121 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $35,146,108.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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