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Disclosery

Evanson Asset Management, LLC: VTI position timeline

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

Evanson Asset Management, LLC held 163,814 VTI 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 163,814 shares
    Change vs previous 13F +885 shares

    2.82% of the 13F portfolio, value $52,553,283.

    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 162,929 shares
    Change vs previous 13F -1,864 shares

    2.95% of the 13F portfolio, value $54,625,331.

    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 164,793 shares
    Change vs previous 13F +5,327 shares

    3.05% of the 13F portfolio, value $54,080,259.

    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 159,466 shares
    Change vs previous 13F -433 shares

    3.01% of the 13F portfolio, value $48,466,545.

    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 159,899 shares
    Change vs previous 13F -318 shares

    3.11% of the 13F portfolio, value $43,946,574.

    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 160,217 shares
    Change vs previous 13F +3,627 shares

    3.18% of the 13F portfolio, value $46,432,415.

    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 156,590 shares
    Change vs previous 13F +5,560 shares

    3.13% of the 13F portfolio, value $44,340,021.

    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 151,030 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $40,401,935.

    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).