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Disclosery

Marotta Asset Management: VBR position timeline

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

Marotta Asset Management held 148,437 VBR shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 148,437 shares
    Change vs previous 13F +631 shares

    5.82% of the 13F portfolio, value $34,293,400.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 147,806 shares
    Change vs previous 13F +39 shares

    5.97% of the 13F portfolio, value $35,878,428.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 147,767 shares
    Change vs previous 13F +3,871 shares

    5.94% of the 13F portfolio, value $32,233,893.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 143,896 shares
    Change vs previous 13F +6,386 shares

    5.64% of the 13F portfolio, value $30,475,734.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 137,510 shares
    Change vs previous 13F +4,447 shares

    5.42% of the 13F portfolio, value $28,805,629.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 133,063 shares
    Change vs previous 13F -3,944 shares

    5.2% of the 13F portfolio, value $25,948,647.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 137,007 shares
    Change vs previous 13F +6,872 shares

    5.4% of the 13F portfolio, value $27,508,305.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 130,135 shares
    Change vs previous 13F not available

    5.38% of the 13F portfolio, value $25,706,906.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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