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Davis Wealth Advisors, LLC: VTI position timeline

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

Davis Wealth Advisors, LLC held 2,080 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 2,080 shares
    Change vs previous 13F -1,109 shares

    0.6% of the 13F portfolio, value $769,656.

    13F-HR 0001214659-26-010181 filed by Davis Wealth Advisors, 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 3,189 shares
    Change vs previous 13F +1,057 shares

    0.85% of the 13F portfolio, value $1,022,924.

    13F-HR 0001214659-26-006214 filed by Davis Wealth Advisors, 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 2,132 shares
    Change vs previous 13F -355 shares

    0.59% of the 13F portfolio, value $714,779.

    13F-HR 0001214659-26-001926 filed by Davis Wealth Advisors, 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 2,487 shares
    Change vs previous 13F +32 shares

    0.73% of the 13F portfolio, value $816,241.

    13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 2,455 shares
    Change vs previous 13F +19 shares

    0.79% of the 13F portfolio, value $745,973.

    13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 2,436 shares
    Change vs previous 13F +12 shares

    0.76% of the 13F portfolio, value $669,352.

    13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 2,424 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $702,429.

    13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
    Accepted , ingested