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Disclosery

CX Institutional: VTV position timeline

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

CX Institutional held 96,361 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 96,361 shares
    Change vs previous 13F +2,165 shares

    0.56% of the 13F portfolio, value $20,822,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 94,196 shares
    Change vs previous 13F +1,807 shares

    0.59% of the 13F portfolio, value $20,528,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 92,389 shares
    Change vs previous 13F +2,717 shares

    0.55% of the 13F portfolio, value $18,127,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 89,672 shares
    Change vs previous 13F +5,782 shares

    0.51% of the 13F portfolio, value $17,126,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 83,890 shares
    Change vs previous 13F -24,198 shares

    0.47% of the 13F portfolio, value $15,645,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 108,088 shares
    Change vs previous 13F +23,706 shares

    0.67% of the 13F portfolio, value $19,103,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 84,382 shares
    Change vs previous 13F +13,530 shares

    0.55% of the 13F portfolio, value $14,576,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 70,852 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $11,995,326.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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