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Independence Asset Advisors, LLC: VTI position timeline

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

Independence Asset Advisors, LLC held 245,018 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 245,018 shares
    Change vs previous 13F +195,740 shares

    23.62% of the 13F portfolio, value $90,666,409.

    13F-HR 0001376474-26-000490 filed by Independence Asset 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 49,278 shares
    Change vs previous 13F +4,309 shares

    5.72% of the 13F portfolio, value $15,808,805.

    13F-HR 0001376474-26-000307 filed by Independence Asset 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 44,969 shares
    Change vs previous 13F +249 shares

    8.31% of the 13F portfolio, value $15,076,635.

    13F-HR 0001376474-26-000092 filed by Independence Asset 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 44,720 shares
    Change vs previous 13F not available

    6.23% of the 13F portfolio, value $14,675,762.

    13F-HR 0001376474-25-000889 filed by Independence Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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