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Disclosery

Facet Wealth, Inc.: VTI position timeline

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

Facet Wealth, Inc. held 2,446,454 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 2,446,454 shares
    Change vs previous 13F +215,122 shares

    12.97% of the 13F portfolio, value $905,285,687.

    13F-HR 0001748271-26-000004 filed by Facet Wealth, Inc.
    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 2,231,332 shares
    Change vs previous 13F +66,881 shares

    12.4% of the 13F portfolio, value $715,833,712.

    13F-HR 0001748271-26-000003 filed by Facet Wealth, Inc.
    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 2,164,451 shares
    Change vs previous 13F +188,623 shares

    13.14% of the 13F portfolio, value $742,579,890.

    13F-HR 0001748271-26-000001 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,975,828 shares
    Change vs previous 13F +80,460 shares

    13.42% of the 13F portfolio, value $648,407,384.

    13F-HR 0001748271-25-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,895,368 shares
    Change vs previous 13F +112,414 shares

    13.39% of the 13F portfolio, value $589,251,059.

    13F-HR 0001748271-25-000006 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,782,954 shares
    Change vs previous 13F -104,824 shares

    12.8% of the 13F portfolio, value $494,270,390.

    13F-HR 0001748271-25-000004 filed by Facet Wealth, Inc.
    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 1,887,778 shares
    Change vs previous 13F -89,619 shares

    14.92% of the 13F portfolio, value $562,557,968.

    13F-HR 0001748271-25-000002 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,977,397 shares
    Change vs previous 13F not available

    15.89% of the 13F portfolio, value $558,080,877.

    13F-HR 0001748271-24-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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