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FRG Family Wealth Advisors LLC: VTI position timeline

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

FRG Family Wealth Advisors LLC held 133,812 VTI shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 133,812 shares
    Change vs previous 13F -1,225 shares

    7.03% of the 13F portfolio, value $42,928,173.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 135,037 shares
    Change vs previous 13F -3,645 shares

    7.03% of the 13F portfolio, value $45,273,718.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 138,682 shares
    Change vs previous 13F -4,268 shares

    7.33% of the 13F portfolio, value $45,511,358.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 142,950 shares
    Change vs previous 13F -217 shares

    7.55% of the 13F portfolio, value $43,446,944.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 143,167 shares
    Change vs previous 13F -5,232 shares

    7.6% of the 13F portfolio, value $39,348,154.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 148,399 shares
    Change vs previous 13F -1,013 shares

    7.81% of the 13F portfolio, value $43,007,397.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 149,412 shares
    Change vs previous 13F +4 shares

    7.57% of the 13F portfolio, value $42,307,414.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 149,408 shares
    Change vs previous 13F not available

    7.46% of the 13F portfolio, value $38,512,821.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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