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Comprehensive Financial Management LLC: VTI position timeline

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

Comprehensive Financial Management LLC held 55,012 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,012 shares
    Change vs previous 13F +321 shares

    0.67% of the 13F portfolio, value $20,356,515.

    13F-HR 0001172661-26-003450 filed by Comprehensive Financial 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 54,691 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $17,545,328.

    13F-HR 0001172661-26-002088 filed by Comprehensive Financial 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 54,691 shares
    Change vs previous 13F +29,616 shares

    0.55% of the 13F portfolio, value $18,336,154.

    13F-HR 0001172661-26-000971 filed by Comprehensive Financial 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 25,075 shares
    Change vs previous 13F -992 shares

    0.23% of the 13F portfolio, value $8,251,513.

    13F-HR 0001172661-25-004942 filed by Comprehensive Financial 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 26,067 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $7,946,318.

    13F-HR 0001172661-25-003056 filed by Comprehensive Financial 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 26,067 shares
    Change vs previous 13F +3 shares

    0.23% of the 13F portfolio, value $7,164,227.

    13F-HR 0001172661-25-002099 filed by Comprehensive Financial 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 26,064 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $7,553,746.

    13F-HR 0001172661-25-000883 filed by Comprehensive Financial 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 26,060 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $7,401,928.

    13F-HR 0001172661-24-004925 filed by Comprehensive Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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