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Disclosery

Confluence Wealth Services, Inc.: VTI position timeline

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

Confluence Wealth Services, Inc. held 36,627 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,627 shares
    Change vs previous 13F +1,651 shares

    0.39% of the 13F portfolio, value $13,553,236.

    13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
    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 34,976 shares
    Change vs previous 13F -10 shares

    0.44% of the 13F portfolio, value $11,220,387.

    13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
    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 34,986 shares
    Change vs previous 13F -555 shares

    0.49% of the 13F portfolio, value $11,729,532.

    13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
    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 35,541 shares
    Change vs previous 13F +142 shares

    0.57% of the 13F portfolio, value $11,663,368.

    13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
    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 35,399 shares
    Change vs previous 13F -2,307 shares

    0.59% of the 13F portfolio, value $10,758,733.

    13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
    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 37,706 shares
    Change vs previous 13F +32,563 shares

    0.63% of the 13F portfolio, value $9,933,195.

    13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
    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 5,143 shares
    Change vs previous 13F +222 shares

    0.1% of the 13F portfolio, value $1,554,013.

    13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
    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 4,921 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,393,390.

    13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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