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Disclosery

Financial Symmetry Inc: VTI position timeline

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

Financial Symmetry Inc held 9,801 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,801 shares
    Change vs previous 13F +50 shares

    1.17% of the 13F portfolio, value $3,667,818.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,751 shares
    Change vs previous 13F -13 shares

    1.2% of the 13F portfolio, value $3,608,190.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    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 9,764 shares
    Change vs previous 13F -7 shares

    1.23% of the 13F portfolio, value $3,458,375.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,771 shares
    Change vs previous 13F +26 shares

    1.34% of the 13F portfolio, value $3,275,981.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,745 shares
    Change vs previous 13F +960 shares

    1.43% of the 13F portfolio, value $3,198,107.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,785 shares
    Change vs previous 13F -221 shares

    1.38% of the 13F portfolio, value $2,669,900.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    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 9,006 shares
    Change vs previous 13F +4,633 shares

    1.52% of the 13F portfolio, value $2,475,096.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,373 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,267,465.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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