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Disclosery

MAI Capital Management: VTI position timeline

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

MAI Capital Management held 1,183,594 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,183,594 shares
    Change vs previous 13F +668,360 shares

    1.67% of the 13F portfolio, value $437,977,221.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 515,234 shares
    Change vs previous 13F +111,692 shares

    0.94% of the 13F portfolio, value $165,292,318.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 403,542 shares
    Change vs previous 13F +8,693 shares

    0.78% of the 13F portfolio, value $135,295,449.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 394,849 shares
    Change vs previous 13F +39,267 shares

    0.81% of the 13F portfolio, value $129,577,466.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 355,582 shares
    Change vs previous 13F -3,861 shares

    0.75% of the 13F portfolio, value $108,072,095.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 359,443 shares
    Change vs previous 13F -19,465 shares

    0.75% of the 13F portfolio, value $98,789,324.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 378,908 shares
    Change vs previous 13F +13,974 shares

    0.82% of the 13F portfolio, value $109,811,239.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 364,934 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $103,334,598.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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