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Hassell Wealth Management, LLC: VTI position timeline

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

Hassell Wealth Management, LLC held 243,871 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 243,871 shares
    Change vs previous 13F +5,325 shares

    27.55% of the 13F portfolio, value $89,805,659.

    13F-HR 0001965270-26-000008 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 238,546 shares
    Change vs previous 13F +5,198 shares

    25.68% of the 13F portfolio, value $76,527,830.

    13F-HR 0001965270-26-000004 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 233,348 shares
    Change vs previous 13F -6,139 shares

    26.68% of the 13F portfolio, value $79,770,114.

    13F-HR 0001965270-26-000002 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 239,487 shares
    Change vs previous 13F +2,356 shares

    27.26% of the 13F portfolio, value $78,592,546.

    13F-HR 0001965270-25-000008 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 237,131 shares
    Change vs previous 13F +8,691 shares

    27.07% of the 13F portfolio, value $74,081,964.

    13F-HR 0001085146-25-004163 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 228,440 shares
    Change vs previous 13F +6,513 shares

    25.75% of the 13F portfolio, value $60,342,520.

    13F-HR 0001085146-25-002126 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 221,927 shares
    Change vs previous 13F -11,867 shares

    26.8% of the 13F portfolio, value $66,500,345.

    13F-HR 0001085146-25-000652 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 233,794 shares
    Change vs previous 13F not available

    27.53% of the 13F portfolio, value $65,703,156.

    13F-HR 0001085146-24-005379 filed by Hassell Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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