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HTG Investment Advisors, Inc.: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HTG Investment Advisors, Inc. on VTV, newest first. How the timeline and the estimate are built.

HTG Investment Advisors, Inc. held 71,371 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,371 shares
    Change vs previous 13F -645 shares

    3.99% of the 13F portfolio, value $15,553,879.

    13F-HR 0001951757-26-001098 filed by HTG Investment Advisors, Inc.
    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 72,016 shares
    Change vs previous 13F +1,057 shares

    4.03% of the 13F portfolio, value $14,129,537.

    13F-HR 0001951757-26-000745 filed by HTG Investment Advisors, Inc.
    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 70,959 shares
    Change vs previous 13F +4,095 shares

    4.16% of the 13F portfolio, value $13,552,457.

    13F-HR 0001951757-26-000329 filed by HTG Investment Advisors, Inc.
    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 66,864 shares
    Change vs previous 13F +8,776 shares

    4.2% of the 13F portfolio, value $12,469,523.

    13F-HR 0001951757-25-001327 filed by HTG Investment Advisors, Inc.
    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 58,088 shares
    Change vs previous 13F +3,233 shares

    3.82% of the 13F portfolio, value $10,266,526.

    13F-HR 0001951757-25-000935 filed by HTG Investment Advisors, Inc.
    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 54,855 shares
    Change vs previous 13F +8,870 shares

    3.95% of the 13F portfolio, value $9,475,653.

    13F-HR 0001951757-25-000499 filed by HTG Investment Advisors, Inc.
    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 45,985 shares
    Change vs previous 13F +560 shares

    3.56% of the 13F portfolio, value $7,785,260.

    13F-HR 0001951757-25-000135 filed by HTG Investment Advisors, Inc.
    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 45,425 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $7,929,842.

    13F-HR 0001951757-24-001156 filed by HTG Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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