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Francis Financial, Inc.: VTI position timeline

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

Francis Financial, Inc. held 13,031 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,031 shares
    Change vs previous 13F -2,573 shares

    0.79% of the 13F portfolio, value $4,821,865.

    13F-HR 0001727514-26-000003 filed by Francis Financial, 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 15,604 shares
    Change vs previous 13F +217 shares

    0.93% of the 13F portfolio, value $5,005,809.

    13F-HR 0001727514-26-000002 filed by Francis Financial, 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 15,387 shares
    Change vs previous 13F +1,352 shares

    1.01% of the 13F portfolio, value $5,158,683.

    13F-HR 0001727514-26-000001 filed by Francis Financial, 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 14,035 shares
    Change vs previous 13F +539 shares

    0.82% of the 13F portfolio, value $4,608,053.

    13F-HR 0001727514-25-000003 filed by Francis Financial, 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 13,496 shares
    Change vs previous 13F +1,628 shares

    0.95% of the 13F portfolio, value $4,104,051.

    13F-HR 0001085146-25-004708 filed by Francis Financial, 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 11,868 shares
    Change vs previous 13F +315 shares

    0.79% of the 13F portfolio, value $3,261,686.

    13F-HR 0001085146-25-002986 filed by Francis Financial, 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 11,553 shares
    Change vs previous 13F -784 shares

    0.85% of the 13F portfolio, value $3,348,232.

    13F-HR 0001085146-25-001582 filed by Francis Financial, 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 12,337 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,495,088.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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