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Disclosery

Marotta Asset Management: VTI position timeline

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

Marotta Asset Management held 9,184 VTI 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 9,184 shares
    Change vs previous 13F -98 shares

    0.58% of the 13F portfolio, value $3,437,020.

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

  2. period ended2026-06-30
    13F 9,282 shares
    Change vs previous 13F -179 shares

    0.57% of the 13F portfolio, value $3,427,564.

    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 9,461 shares
    Change vs previous 13F -367 shares

    0.56% of the 13F portfolio, value $3,058,174.

    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 9,828 shares
    Change vs previous 13F -458 shares

    0.61% of the 13F portfolio, value $3,295,034.

    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 10,286 shares
    Change vs previous 13F -281 shares

    0.64% of the 13F portfolio, value $3,387,283.

    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 10,567 shares
    Change vs previous 13F -1,859 shares

    0.64% of the 13F portfolio, value $3,211,628.

    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 12,426 shares
    Change vs previous 13F +1,114 shares

    0.69% of the 13F portfolio, value $3,518,546.

    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 11,312 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $3,272,109.

    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).