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Independent Advisor Alliance: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on VTI, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 51,577 VTI 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 51,577 shares
    Change vs previous 13F -77,576 shares

    0.45% of the 13F portfolio, value $19,085,699.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 129,153 shares
    Change vs previous 13F +82,757 shares

    0.44% of the 13F portfolio, value $41,433,473.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 46,396 shares
    Change vs previous 13F +1,703 shares

    0.38% of the 13F portfolio, value $15,555,077.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 44,693 shares
    Change vs previous 13F -422 shares

    0.38% of the 13F portfolio, value $14,666,767.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 45,115 shares
    Change vs previous 13F +7,226 shares

    0.4% of the 13F portfolio, value $13,711,761.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 37,889 shares
    Change vs previous 13F -90,982 shares

    0.34% of the 13F portfolio, value $10,413,489.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 128,871 shares
    Change vs previous 13F +101,983 shares

    0.49% of the 13F portfolio, value $37,348,248.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 26,888 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,613,553.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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