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Disclosery

Lutz Financial Services LLC: VTEB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lutz Financial Services LLC on VTEB, newest first. How the timeline and the estimate are built.

Lutz Financial Services LLC held 1,663,916 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,663,916 shares
    Change vs previous 13F +94,253 shares

    5.13% of the 13F portfolio, value $84,160,890.

    13F-HR 0001737112-26-000005 filed by Lutz Financial Services 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 1,569,663 shares
    Change vs previous 13F +82,868 shares

    5.26% of the 13F portfolio, value $78,310,522.

    13F-HR 0001737112-26-000003 filed by Lutz Financial Services 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 1,486,795 shares
    Change vs previous 13F +151,071 shares

    5.09% of the 13F portfolio, value $74,770,965.

    13F-HR 0001737112-26-000002 filed by Lutz Financial Services 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 1,335,724 shares
    Change vs previous 13F +76,494 shares

    4.84% of the 13F portfolio, value $66,879,732.

    13F-HR 0001737112-25-000008 filed by Lutz Financial Services 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 1,259,230 shares
    Change vs previous 13F -213,816 shares

    4.79% of the 13F portfolio, value $61,740,061.

    13F-HR 0001737112-25-000007 filed by Lutz Financial Services 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 1,473,046 shares
    Change vs previous 13F +72,496 shares

    5.99% of the 13F portfolio, value $73,092,576.

    13F-HR 0001737112-25-000005 filed by Lutz Financial Services 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 1,400,550 shares
    Change vs previous 13F +60,445 shares

    5.68% of the 13F portfolio, value $70,209,578.

    13F-HR 0001737112-25-000002 filed by Lutz Financial Services 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 1,340,105 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $68,506,148.

    13F-HR 0001737112-24-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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