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Disclosery

Fonville Wealth Management LLC: VTV position timeline

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

Fonville Wealth Management LLC held 28,429 VTV 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 28,429 shares
    Change vs previous 13F +2,502 shares

    1.01% of the 13F portfolio, value $6,195,591.

    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 25,927 shares
    Change vs previous 13F +1,557 shares

    0.97% of the 13F portfolio, value $5,086,987.

    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 24,370 shares
    Change vs previous 13F +2,331 shares

    0.95% of the 13F portfolio, value $4,654,535.

    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 22,039 shares
    Change vs previous 13F +2,203 shares

    0.93% of the 13F portfolio, value $4,119,984.

    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 19,836 shares
    Change vs previous 13F +1,389 shares

    0.89% of the 13F portfolio, value $3,516,108.

    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 18,447 shares
    Change vs previous 13F +825 shares

    0.92% of the 13F portfolio, value $3,106,111.

    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 17,622 shares
    Change vs previous 13F +773 shares

    0.99% of the 13F portfolio, value $2,983,319.

    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 16,849 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,941,475.

    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).