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GeoWealth Management, LLC: VTI position timeline

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

GeoWealth Management, LLC held 338,170 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 338,170 shares
    Change vs previous 13F +790 shares

    3.94% of the 13F portfolio, value $125,136,562.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 337,380 shares
    Change vs previous 13F -5,273 shares

    3.9% of the 13F portfolio, value $108,235,428.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 342,653 shares
    Change vs previous 13F +303 shares

    4.23% of the 13F portfolio, value $114,881,812.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 342,350 shares
    Change vs previous 13F -914 shares

    4.1% of the 13F portfolio, value $112,349,469.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 343,264 shares
    Change vs previous 13F +31,387 shares

    4.07% of the 13F portfolio, value $104,327,962.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 311,877 shares
    Change vs previous 13F +753 shares

    3.44% of the 13F portfolio, value $85,715,912.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 311,124 shares
    Change vs previous 13F +58,356 shares

    2.95% of the 13F portfolio, value $90,166,822.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 252,768 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $71,573,227.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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