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Disclosery

GoalVest Advisory LLC: VTI position timeline

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

GoalVest Advisory LLC held 810,011 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 810,011 shares
    Change vs previous 13F +773,813 shares

    2.46% of the 13F portfolio, value $14,218,833.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,198 shares
    Change vs previous 13F -1,041 shares

    2.48% of the 13F portfolio, value $13,394,697.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 37,239 shares
    Change vs previous 13F -2,874 shares

    2.33% of the 13F portfolio, value $11,946,752.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 40,113 shares
    Change vs previous 13F -36 shares

    2.58% of the 13F portfolio, value $13,448,573.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 40,149 shares
    Change vs previous 13F -1,342 shares

    2.79% of the 13F portfolio, value $13,175,732.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 41,491 shares
    Change vs previous 13F -1,637 shares

    3.12% of the 13F portfolio, value $12,610,208.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 43,128 shares
    Change vs previous 13F -3,405 shares

    3.26% of the 13F portfolio, value $11,853,162.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 46,533 shares
    Change vs previous 13F not available

    3.7% of the 13F portfolio, value $13,485,729.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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