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Disclosery

Financial Alternatives, Inc: VTI position timeline

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

Financial Alternatives, Inc held 13,547 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,547 shares
    Change vs previous 13F -724 shares

    2.47% of the 13F portfolio, value $5,012,878.

    13F-HR 0001967227-26-000003 filed by Financial Alternatives, 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 14,271 shares
    Change vs previous 13F -20,566 shares

    2.47% of the 13F portfolio, value $4,578,155.

    13F-HR 0001967227-26-000002 filed by Financial Alternatives, 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 34,837 shares
    Change vs previous 13F +535 shares

    6.79% of the 13F portfolio, value $11,679,661.

    13F-HR 0001967227-26-000001 filed by Financial Alternatives, 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 34,302 shares
    Change vs previous 13F +1,547 shares

    6.82% of the 13F portfolio, value $11,256,982.

    13F-HR 0001967227-25-000005 filed by Financial Alternatives, 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 32,755 shares
    Change vs previous 13F +295 shares

    6.48% of the 13F portfolio, value $9,955,312.

    13F-HR 0001085146-25-004559 filed by Financial Alternatives, 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 32,460 shares
    Change vs previous 13F +1,214 shares

    6.36% of the 13F portfolio, value $8,921,248.

    13F-HR 0001085146-25-002567 filed by Financial Alternatives, 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 31,246 shares
    Change vs previous 13F +1,564 shares

    6.39% of the 13F portfolio, value $9,055,342.

    13F-HR 0001085146-25-001264 filed by Financial Alternatives, 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 29,682 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $8,404,695.

    13F-HR 0001085146-24-005795 filed by Financial Alternatives, Inc
    Filed (acceptance time not in the bulk data set), ingested

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