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Disclosery

Evanson Asset Management, LLC: VTV position timeline

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

Evanson Asset Management, LLC held 19,434 VTV 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 19,434 shares
    Change vs previous 13F -134 shares

    0.2% of the 13F portfolio, value $3,812,938.

    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 19,568 shares
    Change vs previous 13F +896 shares

    0.2% of the 13F portfolio, value $3,737,346.

    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 18,672 shares
    Change vs previous 13F -1,094 shares

    0.2% of the 13F portfolio, value $3,482,111.

    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 19,766 shares
    Change vs previous 13F -187 shares

    0.22% of the 13F portfolio, value $3,493,495.

    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 19,953 shares
    Change vs previous 13F -1,154 shares

    0.24% of the 13F portfolio, value $3,446,732.

    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 21,107 shares
    Change vs previous 13F +1,886 shares

    0.24% of the 13F portfolio, value $3,573,441.

    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 19,221 shares
    Change vs previous 13F +1,035 shares

    0.24% of the 13F portfolio, value $3,355,474.

    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 18,186 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,917,174.

    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).