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Disclosery

GenTrust, LLC: VTI position timeline

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

GenTrust, LLC held 97,825 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,825 shares
    Change vs previous 13F -5,489 shares

    1.39% of the 13F portfolio, value $36,199,333.

    13F-HR 0001697110-26-000003 filed by GenTrust, 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 103,314 shares
    Change vs previous 13F -6,868 shares

    1.42% of the 13F portfolio, value $33,144,307.

    13F-HR 0001697110-26-000002 filed by GenTrust, 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 110,182 shares
    Change vs previous 13F -2,344 shares

    1.6% of the 13F portfolio, value $36,940,829.

    13F-HR 0001697110-26-000001 filed by GenTrust, 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 112,526 shares
    Change vs previous 13F -10,339 shares

    1.68% of the 13F portfolio, value $37,029,536.

    13F-HR 0001697110-25-000003 filed by GenTrust, 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 122,865 shares
    Change vs previous 13F +13,546 shares

    1.77% of the 13F portfolio, value $37,454,310.

    13F-HR 0001085146-25-004344 filed by GenTrust, 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 109,319 shares
    Change vs previous 13F +1,418 shares

    1.44% of the 13F portfolio, value $30,045,112.

    13F-HR 0001085146-25-002301 filed by GenTrust, 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 107,901 shares
    Change vs previous 13F +1,238 shares

    1.36% of the 13F portfolio, value $31,270,868.

    13F-HR 0001085146-25-000763 filed by GenTrust, 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 106,663 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $30,295,488.

    13F-HR 0001085146-24-005503 filed by GenTrust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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