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Disclosery

MAI Capital Management: VTV position timeline

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

MAI Capital Management held 719,031 VTV 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 719,031 shares
    Change vs previous 13F +423,353 shares

    0.6% of the 13F portfolio, value $156,698,376.

    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 295,678 shares
    Change vs previous 13F +15,030 shares

    0.33% of the 13F portfolio, value $58,012,065.

    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 280,648 shares
    Change vs previous 13F +26,233 shares

    0.31% of the 13F portfolio, value $53,600,912.

    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 254,415 shares
    Change vs previous 13F +14,297 shares

    0.3% of the 13F portfolio, value $47,445,832.

    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 240,118 shares
    Change vs previous 13F -46,913 shares

    0.29% of the 13F portfolio, value $42,438,440.

    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 287,031 shares
    Change vs previous 13F +24,940 shares

    0.38% of the 13F portfolio, value $49,581,745.

    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 262,091 shares
    Change vs previous 13F +100,805 shares

    0.33% of the 13F portfolio, value $44,371,924.

    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 161,286 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $28,155,755.

    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).