GREAT OAK CAPITAL PARTNERS, LLC: VTI position timeline

GREAT OAK CAPITAL PARTNERS, LLC held 1,226 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,226 shares

   Change vs previous 13F -36 shares

   0.1% of the 13F portfolio, value $453,492.

   13F-HR 0001951757-26-001000 filed by GREAT OAK CAPITAL PARTNERS, LLC
   Filed 2026-07-14 (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).

2. period ended2026-03-31

   13F 1,262 shares

   Change vs previous 13F +219 shares

   0.1% of the 13F portfolio, value $421,010.

   13F-HR 0001951757-26-000578 filed by GREAT OAK CAPITAL PARTNERS, LLC
   Filed 2026-04-10 (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).

3. period ended2025-12-31

   13F 1,043 shares

   Change vs previous 13F -579 shares

   0.09% of the 13F portfolio, value $350,655.

   13F-HR 0001951757-26-000008 filed by GREAT OAK CAPITAL PARTNERS, LLC
   Filed 2026-01-06 (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).

4. period ended2025-09-30

   13F 1,622 shares

   Change vs previous 13F +614 shares

   0.14% of the 13F portfolio, value $533,643.

   13F-HR 0001951757-25-001156 filed by GREAT OAK CAPITAL PARTNERS, LLC
   Filed 2025-10-17 (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).

5. period ended2025-06-30

   13F 1,008 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $309,393.

   13F-HR 0001951757-25-000842 filed by GREAT OAK CAPITAL PARTNERS, LLC
   Filed 2025-07-15 (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).