Skip to content
Disclosery

Magnolia Wealth Management, LLC: VTI position timeline

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

Magnolia Wealth Management, LLC held 181,284 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,284 shares
    Change vs previous 13F +2,664 shares

    35.11% of the 13F portfolio, value $67,082,256.

    13F-HR 0001754960-26-000506 filed by Magnolia Wealth Management, 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 178,620 shares
    Change vs previous 13F +2,196 shares

    33.39% of the 13F portfolio, value $57,303,041.

    13F-HR 0001754960-26-000367 filed by Magnolia Wealth Management, 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 176,424 shares
    Change vs previous 13F +1,255 shares

    35.34% of the 13F portfolio, value $59,149,745.

    13F-HR 0001754960-26-000122 filed by Magnolia Wealth Management, 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 175,169 shares
    Change vs previous 13F -4,852 shares

    35.56% of the 13F portfolio, value $57,485,239.

    13F-HR 0001754960-25-000801 filed by Magnolia Wealth Management, 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 180,021 shares
    Change vs previous 13F +3,017 shares

    35.67% of the 13F portfolio, value $54,713,784.

    13F-HR 0001754960-25-000807 filed by Magnolia Wealth Management, 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 177,004 shares
    Change vs previous 13F -1,272 shares

    34.89% of the 13F portfolio, value $48,647,747.

    13F-HR 0001754960-25-000284 filed by Magnolia Wealth Management, 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 178,276 shares
    Change vs previous 13F +6,212 shares

    35.92% of the 13F portfolio, value $51,666,206.

    13F-HR 0001754960-25-000105 filed by Magnolia Wealth Management, 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 172,064 shares
    Change vs previous 13F not available

    34.63% of the 13F portfolio, value $48,721,718.

    13F-HR 0001754960-24-000551 filed by Magnolia Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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