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Evanson Asset Management, LLC: VT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evanson Asset Management, LLC on VT, newest first. How the timeline and the estimate are built.

Evanson Asset Management, LLC held 137,354 VT shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 137,354 shares
    Change vs previous 13F +323 shares

    1.02% of the 13F portfolio, value $18,998,784.

    13F-HR 0001626379-26-000002 filed by Evanson Asset 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 ended2025-12-31
    13F 137,031 shares
    Change vs previous 13F +633 shares

    1.04% of the 13F portfolio, value $19,329,650.

    13F-HR 0001626379-26-000001 filed by Evanson Asset 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 ended2025-09-30
    13F 136,398 shares
    Change vs previous 13F +272 shares

    1.06% of the 13F portfolio, value $18,795,632.

    13F-HR 0001085146-25-005927 filed by Evanson Asset 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 ended2025-06-30
    13F 136,126 shares
    Change vs previous 13F +433 shares

    1.09% of the 13F portfolio, value $17,494,971.

    13F-HR 0001085146-25-003862 filed by Evanson Asset 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 ended2025-03-31
    13F 135,693 shares
    Change vs previous 13F +312 shares

    1.11% of the 13F portfolio, value $15,733,556.

    13F-HR 0001085146-25-002223 filed by Evanson Asset 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 ended2024-12-31
    13F 135,381 shares
    Change vs previous 13F +716 shares

    1.09% of the 13F portfolio, value $15,904,558.

    13F-HR 0001085146-25-000238 filed by Evanson Asset 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 ended2024-09-30
    13F 134,665 shares
    Change vs previous 13F +374 shares

    1.14% of the 13F portfolio, value $16,119,344.

    13F-HR 0001085146-24-004669 filed by Evanson Asset 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 ended2024-06-30
    13F 134,291 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $15,125,248.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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