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Disclosery

Klingman & Associates, LLC: VTI position timeline

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

Klingman & Associates, LLC held 44,970 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,970 shares
    Change vs previous 13F +33 shares

    0.71% of the 13F portfolio, value $16,640,746.

    13F-HR 0001172661-26-002895 filed by Klingman & Associates, 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 44,937 shares
    Change vs previous 13F +299 shares

    0.69% of the 13F portfolio, value $14,416,280.

    13F-HR 0001172661-26-001944 filed by Klingman & Associates, 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 44,638 shares
    Change vs previous 13F -1,454 shares

    0.72% of the 13F portfolio, value $14,965,825.

    13F-HR 0001172661-26-000376 filed by Klingman & Associates, 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 46,092 shares
    Change vs previous 13F -157 shares

    0.76% of the 13F portfolio, value $15,125,982.

    13F-HR 0001172661-25-004438 filed by Klingman & Associates, 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 46,249 shares
    Change vs previous 13F -507 shares

    0.77% of the 13F portfolio, value $14,056,418.

    13F-HR 0001172661-25-002789 filed by Klingman & Associates, 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 46,756 shares
    Change vs previous 13F +44 shares

    0.79% of the 13F portfolio, value $12,850,330.

    13F-HR 0001172661-25-001721 filed by Klingman & Associates, 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 46,712 shares
    Change vs previous 13F -639 shares

    0.83% of the 13F portfolio, value $13,537,720.

    13F-HR 0001172661-25-000455 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 47,351 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $13,407,885.

    13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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