Great Diamond Partners, LLC: VTI position timeline

Great Diamond Partners, LLC held 88,142 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 88,142 shares

   Change vs previous 13F +153 shares

   5.54% of the 13F portfolio, value $32,986,262.

   13F-HR 0001172661-26-004501 filed by Great Diamond Partners, LLC
   Accepted 2026-10-13 17:10:13 UTC, ingested 2026-10-13 17:11:13 UTC

2. period ended2026-06-30

   13F 87,989 shares

   Change vs previous 13F +1,745 shares

   5.6% of the 13F portfolio, value $32,559,450.

   13F-HR 0001172661-26-002658 filed by Great Diamond Partners, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 86,244 shares

   Change vs previous 13F +646 shares

   5.33% of the 13F portfolio, value $27,667,938.

   13F-HR 0001172661-26-001739 filed by Great Diamond Partners, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 85,598 shares

   Change vs previous 13F -2,875 shares

   5.52% of the 13F portfolio, value $28,698,441.

   13F-HR 0001172661-26-000514 filed by Great Diamond Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 88,473 shares

   Change vs previous 13F +2,664 shares

   5.63% of the 13F portfolio, value $29,034,184.

   13F-HR 0001172661-25-004336 filed by Great Diamond Partners, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 85,809 shares

   Change vs previous 13F +2,761 shares

   5.51% of the 13F portfolio, value $26,079,929.

   13F-HR 0001172661-25-003158 filed by Great Diamond Partners, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 83,048 shares

   Change vs previous 13F -2,144 shares

   6.24% of the 13F portfolio, value $22,824,912.

   13F-HR 0001172661-25-001768 filed by Great Diamond Partners, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 85,192 shares

   Change vs previous 13F not available

   6.39% of the 13F portfolio, value $24,689,494.

   13F-HR 0001172661-25-000333 filed by Great Diamond Partners, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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