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Disclosery

Ellevest, Inc.: VTV position timeline

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

Ellevest, Inc. held 93,734 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,734 shares
    Change vs previous 13F +32,694 shares

    1.62% of the 13F portfolio, value $13,757,720.

    13F-HR 0001644128-26-000007 filed by Ellevest, Inc.
    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 61,040 shares
    Change vs previous 13F +955 shares

    1.67% of the 13F portfolio, value $11,976,104.

    13F-HR 0001644128-26-000002 filed by Ellevest, Inc.
    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 60,085 shares
    Change vs previous 13F +1,261 shares

    1.59% of the 13F portfolio, value $11,475,581.

    13F-HR 0001644128-26-000001 filed by Ellevest, Inc.
    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 58,824 shares
    Change vs previous 13F +2,823 shares

    1.57% of the 13F portfolio, value $10,970,130.

    13F-HR 0001172661-25-005124 filed by Ellevest, Inc.
    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 56,001 shares
    Change vs previous 13F -254,931 shares

    1.58% of the 13F portfolio, value $9,897,593.

    13F-HR 0001172661-25-002885 filed by Ellevest, Inc.
    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 310,932 shares
    Change vs previous 13F -48,263 shares

    3.58% of the 13F portfolio, value $53,710,387.

    13F-HR 0001172661-25-001820 filed by Ellevest, Inc.
    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 359,195 shares
    Change vs previous 13F -2,675 shares

    3.51% of the 13F portfolio, value $60,811,769.

    13F-HR 0001172661-25-001068 filed by Ellevest, Inc.
    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 361,870 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $63,175,368.

    13F-HR 0001172661-24-004594 filed by Ellevest, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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