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KEYVANTAGE WEALTH, LLC: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KEYVANTAGE WEALTH, LLC on VCIT, newest first. How the timeline and the estimate are built.

KEYVANTAGE WEALTH, LLC held 278,244 VCIT 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 278,244 shares
    Change vs previous 13F +12,130 shares

    8.7% of the 13F portfolio, value $22,996,867.

    13F-HR 0001765380-26-000335 filed by KEYVANTAGE WEALTH, 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 266,114 shares
    Change vs previous 13F +16,230 shares

    9.7% of the 13F portfolio, value $22,020,934.

    13F-HR 0001765380-26-000153 filed by KEYVANTAGE WEALTH, 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 249,884 shares
    Change vs previous 13F +52,017 shares

    8.95% of the 13F portfolio, value $20,927,785.

    13F-HR 0001765380-26-000084 filed by KEYVANTAGE WEALTH, 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 197,867 shares
    Change vs previous 13F +8,135 shares

    6.98% of the 13F portfolio, value $16,642,593.

    13F-HR 0001765380-25-000448 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 189,732 shares
    Change vs previous 13F -75 shares

    7.06% of the 13F portfolio, value $15,732,577.

    13F-HR 0001765380-25-000319 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 189,807 shares
    Change vs previous 13F +185,170 shares

    7.55% of the 13F portfolio, value $15,518,620.

    13F-HR 0001765380-25-000182 filed by KEYVANTAGE WEALTH, LLC
    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 4,637 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $372,212.

    13F-HR 0001765380-25-000113 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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