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Disclosery

J. Mark Nickell & Co.: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Mark Nickell & Co. on VTI, newest first. How the timeline and the estimate are built.

J. Mark Nickell & Co. held 4,636 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,636 shares
    Change vs previous 13F -192 shares

    1.37% of the 13F portfolio, value $1,715,505.

    13F-HR 0001811161-26-000011 filed by J. Mark Nickell & Co.
    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/A 4,828 shares
    Change vs previous 13F -1,417 shares

    1.4% of the 13F portfolio, value $1,548,871.

    13F-HR/A 0001811161-26-000009 filed by J. Mark Nickell & Co.
    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 6,245 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $2,093,761.

    13F-HR 0001811161-26-000004 filed by J. Mark Nickell & Co.
    Filed (acceptance time not in the bulk data set), ingested

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