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Disclosery

Intelligent Financial Strategies: VTI position timeline

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

Intelligent Financial Strategies held 42,620 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,620 shares
    Change vs previous 13F -379 shares

    7.59% of the 13F portfolio, value $15,771,209.

    13F-HR 0001911000-26-000004 filed by Intelligent Financial Strategies
    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 42,999 shares
    Change vs previous 13F -2,677 shares

    7.19% of the 13F portfolio, value $13,794,605.

    13F-HR 0001911000-26-000002 filed by Intelligent Financial Strategies
    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 45,676 shares
    Change vs previous 13F -3,655 shares

    7.36% of the 13F portfolio, value $15,313,730.

    13F-HR 0001911000-26-000001 filed by Intelligent Financial Strategies
    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 49,331 shares
    Change vs previous 13F +30,685 shares

    7.9% of the 13F portfolio, value $16,233,748.

    13F-HR 0001911000-25-000008 filed by Intelligent Financial Strategies
    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 18,646 shares
    Change vs previous 13F -14,981 shares

    3.02% of the 13F portfolio, value $5,683,974.

    13F-HR 0001911000-25-000007 filed by Intelligent Financial Strategies
    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 33,627 shares
    Change vs previous 13F -821 shares

    4.82% of the 13F portfolio, value $9,242,053.

    13F-HR 0001911000-25-000005 filed by Intelligent Financial Strategies
    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 34,448 shares
    Change vs previous 13F -730 shares

    5.53% of the 13F portfolio, value $9,983,246.

    13F-HR 0001911000-25-000001 filed by Intelligent Financial Strategies
    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 35,178 shares
    Change vs previous 13F not available

    5.5% of the 13F portfolio, value $9,991,522.

    13F-HR 0001911000-24-000005 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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