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Disclosery

DEFINE FINANCIAL, LLC: VTI position timeline

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

DEFINE FINANCIAL, LLC held 74,719 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,719 shares
    Change vs previous 13F +2,313 shares

    12.7% of the 13F portfolio, value $27,648,868.

    13F-HR 0001754960-26-000479 filed by DEFINE FINANCIAL, 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 72,406 shares
    Change vs previous 13F +2,852 shares

    12.61% of the 13F portfolio, value $23,228,550.

    13F-HR 0001754960-26-000258 filed by DEFINE FINANCIAL, 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 69,554 shares
    Change vs previous 13F +1,409 shares

    13.22% of the 13F portfolio, value $23,319,499.

    13F-HR 0001754960-26-000035 filed by DEFINE FINANCIAL, 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 68,145 shares
    Change vs previous 13F +718 shares

    13.42% of the 13F portfolio, value $22,363,262.

    13F-HR 0001754960-25-000674 filed by DEFINE FINANCIAL, 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 67,427 shares
    Change vs previous 13F +1,999 shares

    13.5% of the 13F portfolio, value $20,492,981.

    13F-HR 0001754960-25-000382 filed by DEFINE FINANCIAL, 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 65,428 shares
    Change vs previous 13F +2,463 shares

    13.05% of the 13F portfolio, value $17,125,047.

    13F-HR 0001754960-25-000197 filed by DEFINE FINANCIAL, 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 62,965 shares
    Change vs previous 13F not available

    13.77% of the 13F portfolio, value $18,247,821.

    13F-HR 0001754960-25-000021 filed by DEFINE FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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