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Disclosery

Fonville Wealth Management LLC: VTI position timeline

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

Fonville Wealth Management LLC held 58,009 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,009 shares
    Change vs previous 13F +18,039 shares

    3.51% of the 13F portfolio, value $21,465,559.

    13F-HR 0002008703-26-000003 filed by Fonville Wealth Management 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 39,970 shares
    Change vs previous 13F +14,994 shares

    2.44% of the 13F portfolio, value $12,822,812.

    13F-HR 0002008703-26-000002 filed by Fonville Wealth Management 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 24,976 shares
    Change vs previous 13F +12,088 shares

    1.71% of the 13F portfolio, value $8,373,456.

    13F-HR 0002008703-26-000001 filed by Fonville Wealth Management 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 12,888 shares
    Change vs previous 13F +3,704 shares

    0.95% of the 13F portfolio, value $4,232,904.

    13F-HR 0002008703-25-000002 filed by Fonville Wealth Management 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 9,184 shares
    Change vs previous 13F +1,579 shares

    0.71% of the 13F portfolio, value $2,795,266.

    13F-HR 0001085146-25-004664 filed by Fonville Wealth Management 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 7,605 shares
    Change vs previous 13F -343 shares

    0.61% of the 13F portfolio, value $2,073,103.

    13F-HR 0001085146-25-002510 filed by Fonville Wealth Management 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 7,948 shares
    Change vs previous 13F -95 shares

    0.76% of the 13F portfolio, value $2,303,135.

    13F-HR 0001085146-25-000580 filed by Fonville Wealth Management 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 8,043 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,281,923.

    13F-HR 0001085146-24-005189 filed by Fonville Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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