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Disclosery

Financial Advocates Investment Management: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Advocates Investment Management on VTI, newest first. How the timeline and the estimate are built.

Financial Advocates Investment Management held 12,358 VTI shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 12,358 shares
    Change vs previous 13F -82,738 shares

    2.28% of the 13F portfolio, value $4,055,597.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 95,096 shares
    Change vs previous 13F -4,774 shares

    2.36% of the 13F portfolio, value $28,902,604.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 99,870 shares
    Change vs previous 13F -2,746 shares

    1.93% of the 13F portfolio, value $27,448,140.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 102,616 shares
    Change vs previous 13F +6,268 shares

    1.69% of the 13F portfolio, value $29,739,050.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 96,348 shares
    Change vs previous 13F +2,097 shares

    1.52% of the 13F portfolio, value $26,805,259.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 94,251 shares
    Change vs previous 13F +2,232 shares

    1.57% of the 13F portfolio, value $25,212,849.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 92,019 shares
    Change vs previous 13F -4,171 shares

    1.39% of the 13F portfolio, value $23,881,721.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 96,190 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $22,781,004.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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