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Fermata Advisors, LLC: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fermata Advisors, LLC on VGIT, newest first. How the timeline and the estimate are built.

Fermata Advisors, LLC held 108,715 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,715 shares
    Change vs previous 13F -1,704 shares

    1.3% of the 13F portfolio, value $6,412,018.

    13F-HR 0001859259-26-000003 filed by Fermata Advisors, 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 110,419 shares
    Change vs previous 13F -6,290 shares

    1.48% of the 13F portfolio, value $6,575,436.

    13F-HR 0001859259-26-000002 filed by Fermata Advisors, 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 116,709 shares
    Change vs previous 13F -1,875 shares

    1.68% of the 13F portfolio, value $6,994,393.

    13F-HR 0001859259-26-000001 filed by Fermata Advisors, 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 118,584 shares
    Change vs previous 13F +25,953 shares

    1.8% of the 13F portfolio, value $7,118,619.

    13F-HR 0001085146-25-005870 filed by Fermata Advisors, 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 92,631 shares
    Change vs previous 13F +3,030 shares

    1.48% of the 13F portfolio, value $5,540,263.

    13F-HR 0001085146-25-003629 filed by Fermata Advisors, 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 89,601 shares
    Change vs previous 13F +7,784 shares

    0.96% of the 13F portfolio, value $5,322,273.

    13F-HR 0001085146-25-002025 filed by Fermata Advisors, 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 81,817 shares
    Change vs previous 13F -5,422 shares

    0.89% of the 13F portfolio, value $4,745,413.

    13F-HR 0001085146-25-000208 filed by Fermata Advisors, 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 87,239 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $5,270,972.

    13F-HR 0001085146-24-004755 filed by Fermata Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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