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DOPKINS WEALTH MANAGEMENT, LLC: VTI position timeline

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

DOPKINS WEALTH MANAGEMENT, LLC held 5,044 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 5,044 shares
    Change vs previous 13F +2,682 shares

    0.68% of the 13F portfolio, value $1,866,482.

    13F-HR 0001904152-26-000003 filed by DOPKINS WEALTH MANAGEMENT, 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 2,362 shares
    Change vs previous 13F -2 shares

    0.3% of the 13F portfolio, value $757,753.

    13F-HR 0001904152-26-000002 filed by DOPKINS WEALTH MANAGEMENT, 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 2,364 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $792,578.

    13F-HR 0001904152-26-000001 filed by DOPKINS WEALTH MANAGEMENT, 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 2,364 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $775,794.

    13F-HR 0001904152-25-000006 filed by DOPKINS WEALTH MANAGEMENT, 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 2,364 shares
    Change vs previous 13F -108 shares

    0.32% of the 13F portfolio, value $718,491.

    13F-HR 0001904152-25-000004 filed by DOPKINS WEALTH MANAGEMENT, 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 2,472 shares
    Change vs previous 13F +301 shares

    0.35% of the 13F portfolio, value $679,404.

    13F-HR 0001904152-25-000002 filed by DOPKINS WEALTH MANAGEMENT, 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 2,171 shares
    Change vs previous 13F +1,134 shares

    0.32% of the 13F portfolio, value $629,178.

    13F-HR 0001904152-25-000001 filed by DOPKINS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,037 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $293,637.

    13F-HR 0001904152-24-000005 filed by DOPKINS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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