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EVERMAY WEALTH MANAGEMENT LLC: VTI position timeline

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

EVERMAY WEALTH MANAGEMENT LLC held 27,401 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,401 shares
    Change vs previous 13F -3,390 shares

    1.04% of the 13F portfolio, value $10,139,511.

    13F-HR 0001066816-26-000005 filed by EVERMAY WEALTH 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 ended2026-03-31
    13F 30,791 shares
    Change vs previous 13F -2,668 shares

    1.1% of the 13F portfolio, value $9,878,081.

    13F-HR 0001066816-26-000003 filed by EVERMAY WEALTH 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 ended2025-12-31
    13F 33,459 shares
    Change vs previous 13F -823 shares

    1.26% of the 13F portfolio, value $11,217,799.

    13F-HR 0001066816-26-000001 filed by EVERMAY WEALTH 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 ended2025-09-30
    13F 34,282 shares
    Change vs previous 13F -3,931 shares

    1.29% of the 13F portfolio, value $11,268,135.

    13F-HR 0001066816-25-000009 filed by EVERMAY WEALTH 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 ended2025-06-30
    13F 38,213 shares
    Change vs previous 13F -1,212 shares

    1.43% of the 13F portfolio, value $11,633,615.

    13F-HR 0001066816-25-000008 filed by EVERMAY WEALTH 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 ended2025-03-31
    13F 39,425 shares
    Change vs previous 13F -481 shares

    1.42% of the 13F portfolio, value $10,835,567.

    13F-HR 0001066816-25-000003 filed by EVERMAY WEALTH 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 ended2024-12-31
    13F 39,906 shares
    Change vs previous 13F -1,169 shares

    1.75% of the 13F portfolio, value $11,565,158.

    13F-HR 0001066816-25-000001 filed by EVERMAY WEALTH 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 ended2024-09-30
    13F 41,075 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $11,651,342.

    13F-HR 0001066816-24-000006 filed by EVERMAY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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