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Disclosery

CVFG LLC: VTI position timeline

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

CVFG LLC held 21,800 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,800 shares
    Change vs previous 13F -70 shares

    0.85% of the 13F portfolio, value $8,066,961.

    13F-HR 0001951757-26-001220 filed by CVFG 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 21,870 shares
    Change vs previous 13F +3,095 shares

    0.87% of the 13F portfolio, value $7,016,184.

    13F-HR 0001951757-26-000759 filed by CVFG 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 18,775 shares
    Change vs previous 13F -347 shares

    4.32% of the 13F portfolio, value $6,294,617.

    13F-HR 0001951757-26-000390 filed by CVFG 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 19,122 shares
    Change vs previous 13F -251 shares

    4.53% of the 13F portfolio, value $6,275,128.

    13F-HR 0001951757-25-001364 filed by CVFG 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 19,373 shares
    Change vs previous 13F +657 shares

    4.67% of the 13F portfolio, value $5,888,044.

    13F-HR 0001951757-25-001047 filed by CVFG 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 18,716 shares
    Change vs previous 13F +1,488 shares

    4.68% of the 13F portfolio, value $5,143,912.

    13F-HR 0001951757-25-000434 filed by CVFG 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 17,228 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $4,992,932.

    13F-HR 0001951757-25-000024 filed by CVFG LLC
    Filed (acceptance time not in the bulk data set), ingested

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