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Financial & Tax Architects, LLC: VTI position timeline

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

Financial & Tax Architects, LLC held 1,288 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,288 shares
    Change vs previous 13F -79,316 shares

    0.1% of the 13F portfolio, value $476,636.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, LLC
    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 80,604 shares
    Change vs previous 13F +1,874 shares

    5.77% of the 13F portfolio, value $25,858,642.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, LLC
    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 78,730 shares
    Change vs previous 13F +77,388 shares

    5.93% of the 13F portfolio, value $26,395,955.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,342 shares
    Change vs previous 13F -59,334 shares

    0.1% of the 13F portfolio, value $440,428.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 60,676 shares
    Change vs previous 13F +52,475 shares

    4.48% of the 13F portfolio, value $18,441,395.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,201 shares
    Change vs previous 13F +482 shares

    0.57% of the 13F portfolio, value $2,254,041.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, LLC
    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 7,719 shares
    Change vs previous 13F -42,058 shares

    0.57% of the 13F portfolio, value $2,237,101.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 49,777 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $14,094,883.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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