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Disclosery

MA Private Wealth: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MA Private Wealth on VTV, newest first. How the timeline and the estimate are built.

MA Private Wealth held 172,629 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,629 shares
    Change vs previous 13F +2,956 shares

    5.6% of the 13F portfolio, value $37,621,018.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 169,673 shares
    Change vs previous 13F -8,626 shares

    5.63% of the 13F portfolio, value $33,289,843.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 178,299 shares
    Change vs previous 13F +6,797 shares

    5.68% of the 13F portfolio, value $34,053,326.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 171,502 shares
    Change vs previous 13F +6,518 shares

    5.38% of the 13F portfolio, value $31,983,408.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 164,984 shares
    Change vs previous 13F +138,369 shares

    5.22% of the 13F portfolio, value $29,159,272.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 26,615 shares
    Change vs previous 13F +70 shares

    0.86% of the 13F portfolio, value $4,597,389.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 26,545 shares
    Change vs previous 13F -444 shares

    0.84% of the 13F portfolio, value $4,493,984.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 26,989 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $4,711,382.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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