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FIDUCIARY FINANCIAL GROUP, LLC: VTI position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 37,899 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,899 shares
    Change vs previous 13F +313 shares

    1.66% of the 13F portfolio, value $14,183,347.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,586 shares
    Change vs previous 13F +521 shares

    1.58% of the 13F portfolio, value $13,908,166.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY FINANCIAL GROUP, LLC
    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 37,065 shares
    Change vs previous 13F +1,372 shares

    1.58% of the 13F portfolio, value $11,890,878.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 35,693 shares
    Change vs previous 13F +8,683 shares

    1.69% of the 13F portfolio, value $11,966,877.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 27,010 shares
    Change vs previous 13F -750 shares

    1.4% of the 13F portfolio, value $8,863,720.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 27,760 shares
    Change vs previous 13F -76 shares

    1.53% of the 13F portfolio, value $8,436,980.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY FINANCIAL GROUP, LLC
    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 27,836 shares
    Change vs previous 13F -1,032 shares

    1.56% of the 13F portfolio, value $7,165,723.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 28,868 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $8,293,696.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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