Skip to content
Disclosery

Geometric Wealth Advisors: VTI position timeline

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

Geometric Wealth Advisors held 15,370 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,370 shares
    Change vs previous 13F +1,441 shares

    0.62% of the 13F portfolio, value $5,687,515.

    13F-HR 0001900576-26-000005 filed by Geometric Wealth Advisors
    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 13,929 shares
    Change vs previous 13F +1,621 shares

    0.56% of the 13F portfolio, value $4,468,562.

    13F-HR 0001900576-26-000003 filed by Geometric Wealth Advisors
    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 12,308 shares
    Change vs previous 13F +139 shares

    0.53% of the 13F portfolio, value $4,126,503.

    13F-HR 0001900576-26-000001 filed by Geometric Wealth Advisors
    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 12,169 shares
    Change vs previous 13F +53 shares

    0.53% of the 13F portfolio, value $3,993,501.

    13F-HR 0001900576-25-000008 filed by Geometric Wealth Advisors
    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 12,116 shares
    Change vs previous 13F +359 shares

    0.55% of the 13F portfolio, value $3,682,416.

    13F-HR 0001900576-25-000007 filed by Geometric Wealth Advisors
    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 11,757 shares
    Change vs previous 13F -6,712 shares

    0.55% of the 13F portfolio, value $3,231,294.

    13F-HR 0001900576-25-000005 filed by Geometric Wealth Advisors
    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 18,469 shares
    Change vs previous 13F +10,940 shares

    0.97% of the 13F portfolio, value $5,352,501.

    13F-HR 0001900576-25-000002 filed by Geometric Wealth Advisors
    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 7,529 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,131,912.

    13F-HR 0001900576-24-000006 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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