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HMV Wealth Advisors, LLC: VGIT position timeline

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

HMV Wealth Advisors, LLC held 215,518 VGIT 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 215,518 shares
    Change vs previous 13F +20,498 shares

    4.95% of the 13F portfolio, value $12,711,275.

    13F-HR 0002054904-26-000003 filed by HMV Wealth Advisors, 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 195,020 shares
    Change vs previous 13F +9,664 shares

    5.46% of the 13F portfolio, value $11,613,417.

    13F-HR 0002054904-26-000001 filed by HMV Wealth Advisors, 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 185,356 shares
    Change vs previous 13F +22,136 shares

    5.56% of the 13F portfolio, value $11,108,385.

    13F-HR 0001725547-26-000034 filed by HMV Wealth Advisors, 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 163,220 shares
    Change vs previous 13F +83,196 shares

    5.39% of the 13F portfolio, value $9,798,113.

    13F-HR 0001725547-25-004112 filed by HMV Wealth Advisors, 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 80,024 shares
    Change vs previous 13F +9,261 shares

    3.14% of the 13F portfolio, value $4,786,258.

    13F-HR 0001725547-25-003532 filed by HMV Wealth Advisors, 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 70,763 shares
    Change vs previous 13F +15,137 shares

    3.33% of the 13F portfolio, value $4,203,347.

    13F-HR 0001725547-25-001415 filed by HMV Wealth Advisors, 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 55,626 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $3,226,336.

    13F-HR 0001725547-25-000859 filed by HMV Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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