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Disclosery

Haverford Trust Co: VTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Haverford Trust Co on VTES, newest first. How the timeline and the estimate are built.

Haverford Trust Co held 61,563 VTES shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,563 shares
    Change vs previous 13F +6,384 shares

    0.05% of the 13F portfolio, value $6,236,948.

    13F-HR 0001104659-26-095022 filed by Haverford Trust Co
    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 55,179 shares
    Change vs previous 13F +30,629 shares

    0.05% of the 13F portfolio, value $5,580,804.

    13F-HR 0001104659-26-058513 filed by Haverford Trust Co
    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 24,550 shares
    Change vs previous 13F +4,915 shares

    0.02% of the 13F portfolio, value $2,493,666.

    13F-HR 0001104659-26-014822 filed by Haverford Trust Co
    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 19,635 shares
    Change vs previous 13F +3,059 shares

    0.02% of the 13F portfolio, value $2,001,297.

    13F-HR 0001104659-25-112200 filed by Haverford Trust Co
    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 16,576 shares
    Change vs previous 13F -1,539 shares

    0.02% of the 13F portfolio, value $1,673,016.

    13F-HR 0001104659-25-077549 filed by Haverford Trust Co
    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 18,115 shares
    Change vs previous 13F +3,900 shares

    0.02% of the 13F portfolio, value $1,820,739.

    13F-HR 0001104659-25-048427 filed by Haverford Trust Co
    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 14,215 shares
    Change vs previous 13F +1,829 shares

    0.01% of the 13F portfolio, value $1,425,054.

    13F-HR 0001104659-25-011475 filed by Haverford Trust Co
    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 12,386 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,256,188.

    13F-HR 0001104659-24-114296 filed by Haverford Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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