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Disclosery

Facet Wealth, Inc.: VTV position timeline

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

Facet Wealth, Inc. held 1,717,827 VTV 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 1,717,827 shares
    Change vs previous 13F +126,163 shares

    5.36% of the 13F portfolio, value $374,366,075.

    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 1,591,664 shares
    Change vs previous 13F +56,606 shares

    5.41% of the 13F portfolio, value $312,284,452.

    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 1,535,058 shares
    Change vs previous 13F +49,840 shares

    5.39% of the 13F portfolio, value $304,386,627.

    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 1,485,218 shares
    Change vs previous 13F +54,550 shares

    5.73% of the 13F portfolio, value $276,978,352.

    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 1,430,668 shares
    Change vs previous 13F -214,098 shares

    5.76% of the 13F portfolio, value $253,285,460.

    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 1,644,766 shares
    Change vs previous 13F -45,985 shares

    7.14% of the 13F portfolio, value $275,810,843.

    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 1,690,751 shares
    Change vs previous 13F +68,046 shares

    7.9% of the 13F portfolio, value $297,910,342.

    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 1,622,705 shares
    Change vs previous 13F not available

    7.95% of the 13F portfolio, value $279,429,726.

    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).