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JGP Wealth Management, LLC: VTI position timeline

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

JGP Wealth Management, LLC held 5,120 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,120 shares
    Change vs previous 13F -458 shares

    0.17% of the 13F portfolio, value $1,915,929.

    13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,578 shares
    Change vs previous 13F -355 shares

    0.19% of the 13F portfolio, value $2,064,109.

    13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,933 shares
    Change vs previous 13F +592 shares

    0.2% of the 13F portfolio, value $1,903,413.

    13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,341 shares
    Change vs previous 13F -352 shares

    0.19% of the 13F portfolio, value $1,790,780.

    13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,693 shares
    Change vs previous 13F -434 shares

    0.21% of the 13F portfolio, value $1,877,330.

    13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,127 shares
    Change vs previous 13F +439 shares

    0.23% of the 13F portfolio, value $1,862,225.

    13F-HR 0001085146-25-004190 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,688 shares
    Change vs previous 13F +639 shares

    0.21% of the 13F portfolio, value $1,563,385.

    13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,049 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,463,221.

    13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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