Litman Gregory Wealth Management LLC: VTI position timeline

Litman Gregory Wealth Management LLC held 249,749 VTI shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 249,749 shares

   Change vs previous 13F -4,438 shares

   6.13% of the 13F portfolio, value $83,733,321.

   13F-HR 0001214659-26-001595 filed by Litman Gregory Wealth Management LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-09-30

   13F 254,187 shares

   Change vs previous 13F -6,732 shares

   6.21% of the 13F portfolio, value $83,416,451.

   13F-HR 0001214659-25-014997 filed by Litman Gregory Wealth Management LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 260,919 shares

   Change vs previous 13F +47,428 shares

   6.24% of the 13F portfolio, value $79,301,183.

   13F-HR 0001214659-25-010805 filed by Litman Gregory Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 213,491 shares

   Change vs previous 13F -9,063 shares

   5.03% of the 13F portfolio, value $58,675,931.

   13F-HR 0001214659-25-006850 filed by Litman Gregory Wealth Management LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 222,554 shares

   Change vs previous 13F -2,559 shares

   5.59% of the 13F portfolio, value $64,498,312.

   13F-HR 0001214659-25-001263 filed by Litman Gregory Wealth Management LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

6. period ended2024-09-30

   13F 225,113 shares

   Change vs previous 13F -3,536 shares

   5.33% of the 13F portfolio, value $63,743,120.

   13F-HR 0001214659-24-017769 filed by Litman Gregory Wealth Management LLC
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

7. period ended2024-06-30

   13F 228,649 shares

   Change vs previous 13F -2,329 shares

   5.43% of the 13F portfolio, value $61,165,857.

   13F-HR 0001214659-24-013144 filed by Litman Gregory Wealth Management LLC
   Filed 2024-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

8. period ended2024-03-31

   13F 230,978 shares

   Change vs previous 13F not available

   5.44% of the 13F portfolio, value $60,031,146.

   13F-HR 0001214659-24-008242 filed by Litman Gregory Wealth Management LLC
   Filed 2024-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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