CLIFFORD SWAN INVESTMENT COUNSEL LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIFFORD SWAN INVESTMENT COUNSEL LLC on VTI, newest first. How the timeline and the estimate are built.
CLIFFORD SWAN INVESTMENT COUNSEL LLC held 14,031 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-20.
the latest 13F is the newest step
- period ended2026-06-3013F 14,031 sharesChange vs previous 13F -639 shares
0.17% of the 13F portfolio, value $5,192,046.
13F-HR 0001034642-26-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,670 sharesChange vs previous 13F +869 shares
0.16% of the 13F portfolio, value $4,706,283.
13F-HR 0001034642-26-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,801 sharesChange vs previous 13F -4 shares
0.15% of the 13F portfolio, value $4,627,061.
13F-HR 0001034642-26-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,805 sharesChange vs previous 13F +334 shares
0.15% of the 13F portfolio, value $4,530,340.
13F-HR 0001034642-25-000008 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,471 sharesChange vs previous 13F +3,892 shares
0.14% of the 13F portfolio, value $4,094,241.
13F-HR 0001034642-25-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,579 sharesChange vs previous 13F +387 shares
0.1% of the 13F portfolio, value $2,632,692.
13F-HR 0001034642-25-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,192 sharesChange vs previous 13F -143 shares
0.1% of the 13F portfolio, value $2,663,934.
13F-HR 0001034642-25-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,335 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $2,643,299.
13F-HR 0001034642-24-000012 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).