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Disclosery

Everhart Financial Group, Inc.: VTI position timeline

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

Everhart Financial Group, Inc. held 167,850 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 167,850 shares
    Change vs previous 13F -6,871 shares

    3.87% of the 13F portfolio, value $62,816,059.

    13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 174,721 shares
    Change vs previous 13F -5,172 shares

    4.14% of the 13F portfolio, value $64,653,739.

    13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 179,893 shares
    Change vs previous 13F -4,510 shares

    4.91% of the 13F portfolio, value $57,711,552.

    13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 184,403 shares
    Change vs previous 13F -18,401 shares

    5.73% of the 13F portfolio, value $61,824,795.

    13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 202,804 shares
    Change vs previous 13F -4,785 shares

    6.67% of the 13F portfolio, value $66,554,042.

    13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 207,589 shares
    Change vs previous 13F -6,056 shares

    7.29% of the 13F portfolio, value $63,092,578.

    13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 213,645 shares
    Change vs previous 13F +83,094 shares

    8.03% of the 13F portfolio, value $58,718,172.

    13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 130,551 shares
    Change vs previous 13F not available

    7.79% of the 13F portfolio, value $37,835,061.

    13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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