Grunden Financial Advisory, Inc.: VTI position timeline

Grunden Financial Advisory, Inc. held 610 VTI shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 610 shares

   Change vs previous 13F +610 shares

   0.08% of the 13F portfolio, value $204,376.

   13F-HR 0002010014-26-000001 filed by Grunden Financial Advisory, Inc.
   Filed 2026-01-27 (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).

2. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -732 shares

   13F-HR 0001085146-25-000481 filed by Grunden Financial Advisory, Inc.
   Filed 2025-01-24 (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).

   Exited: the 13F for this period no longer lists the position.

3. period ended2024-09-30

   13F 732 shares

   Change vs previous 13F -19 shares

   0.1% of the 13F portfolio, value $207,273.

   13F-HR 0001085146-24-004718 filed by Grunden Financial Advisory, Inc.
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 751 shares

   Change vs previous 13F -22 shares

   0.1% of the 13F portfolio, value $200,990.

   13F-HR 0001085146-24-003684 filed by Grunden Financial Advisory, Inc.
   Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 773 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $200,990.

   13F-HR 0001085146-24-002112 filed by Grunden Financial Advisory, Inc.
   Filed 2024-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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