GuidedMoney, LLC: VTI position timeline

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

GuidedMoney, LLC held 228,524 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 228,524 shares
Change vs previous 13F -5,252 shares
39.14% of the 13F portfolio, value $84,563,022.
13F-HR 0002112951-26-000003 filed by GuidedMoney, LLC
Filed 2026-07-28 (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).
period ended2026-03-31
13F 233,776 shares
Change vs previous 13F +11,581 shares
39.37% of the 13F portfolio, value $74,997,766.
13F-HR 0002112951-26-000002 filed by GuidedMoney, LLC
Filed 2026-05-05 (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).
period ended2025-12-31
13F 222,195 shares
Change vs previous 13F not available
39.79% of the 13F portfolio, value $74,495,218.
13F-HR 0002112951-26-000001 filed by GuidedMoney, LLC
Filed 2026-02-23 (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).