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Disclosery

Disciplined Investors, L.L.C.: VTI position timeline

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

Disciplined Investors, L.L.C. held 4,843 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 4,843 shares
    Change vs previous 13F -243 shares

    0.9% of the 13F portfolio, value $1,792,048.

    13F-HR 0001951757-26-001221 filed by Disciplined Investors, L.L.C.
    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 5,086 shares
    Change vs previous 13F +951 shares

    0.97% of the 13F portfolio, value $1,631,691.

    13F-HR 0001951757-26-000828 filed by Disciplined Investors, L.L.C.
    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 4,135 shares
    Change vs previous 13F -15 shares

    0.91% of the 13F portfolio, value $1,386,365.

    13F-HR 0001951757-26-000409 filed by Disciplined Investors, L.L.C.
    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 4,150 shares
    Change vs previous 13F +219 shares

    0.97% of the 13F portfolio, value $1,361,766.

    13F-HR 0001951757-25-001434 filed by Disciplined Investors, L.L.C.
    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 3,931 shares
    Change vs previous 13F +2 shares

    0.93% of the 13F portfolio, value $1,194,832.

    13F-HR 0001951757-25-001042 filed by Disciplined Investors, L.L.C.
    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 3,929 shares
    Change vs previous 13F +117 shares

    0.97% of the 13F portfolio, value $1,079,922.

    13F-HR 0001951757-25-000535 filed by Disciplined Investors, L.L.C.
    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 3,812 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,097,121.

    13F-HR 0001951757-25-000247 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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