Fiduciary Group, LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Group, LLC on VTI, newest first. How the timeline and the estimate are built.
Fiduciary Group, LLC held 12,036 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 12,036 sharesChange vs previous 13F +86 shares
0.35% of the 13F portfolio, value $4,453,949.
13F-HR 0001645890-26-000003 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,950 sharesChange vs previous 13F +55 shares
0.33% of the 13F portfolio, value $3,833,671.
13F-HR 0001645890-26-000002 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,895 sharesChange vs previous 13F -391 shares
0.33% of the 13F portfolio, value $3,987,870.
13F-HR 0001645890-26-000001 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,286 sharesChange vs previous 13F -499 shares
0.35% of the 13F portfolio, value $4,031,789.
13F-HR 0001645890-25-000013 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,785 sharesChange vs previous 13F -775 shares
0.37% of the 13F portfolio, value $3,885,724.
13F-HR 0001645890-25-000004 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,560 sharesChange vs previous 13F +120 shares
0.37% of the 13F portfolio, value $3,726,811.
13F-HR 0001645890-25-000003 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,440 sharesChange vs previous 13F -102 shares
0.39% of the 13F portfolio, value $3,895,059.
13F-HR 0001645890-25-000001 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,542 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $3,834,482.
13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).