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Glassman Wealth Services: VTI position timeline

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

Glassman Wealth Services held 44,230 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,230 shares
    Change vs previous 13F +84 shares

    1.96% of the 13F portfolio, value $16,366,790.

    13F-HR 0001642160-26-000005 filed by Glassman Wealth Services
    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 44,146 shares
    Change vs previous 13F -497 shares

    1.93% of the 13F portfolio, value $14,162,566.

    13F-HR 0001642160-26-000003 filed by Glassman Wealth Services
    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 44,643 shares
    Change vs previous 13F +568 shares

    2.02% of the 13F portfolio, value $14,967,380.

    13F-HR 0001642160-26-000001 filed by Glassman Wealth Services
    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 44,075 shares
    Change vs previous 13F +7,221 shares

    2.03% of the 13F portfolio, value $14,464,008.

    13F-HR 0001642160-25-000008 filed by Glassman Wealth Services
    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 36,854 shares
    Change vs previous 13F +130 shares

    1.72% of the 13F portfolio, value $11,201,104.

    13F-HR 0001642160-25-000007 filed by Glassman Wealth Services
    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 36,724 shares
    Change vs previous 13F +3,678 shares

    1.69% of the 13F portfolio, value $10,093,202.

    13F-HR 0001642160-25-000003 filed by Glassman Wealth Services
    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 33,046 shares
    Change vs previous 13F 0 shares

    1.61% of the 13F portfolio, value $9,577,061.

    13F-HR 0001642160-25-000002 filed by Glassman Wealth Services
    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 33,046 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $9,357,305.

    13F-HR 0001642160-24-000006 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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