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Disclosery

Marotta Asset Management: VTV position timeline

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

Marotta Asset Management held 11,359 VTV 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 11,359 shares
    Change vs previous 13F -588 shares

    0.42% of the 13F portfolio, value $2,454,453.

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

  2. period ended2026-06-30
    13F 11,947 shares
    Change vs previous 13F -1,528 shares

    0.43% of the 13F portfolio, value $2,597,039.

    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 13,475 shares
    Change vs previous 13F -1,548 shares

    0.49% of the 13F portfolio, value $2,650,128.

    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 15,023 shares
    Change vs previous 13F -2,146 shares

    0.53% of the 13F portfolio, value $2,869,243.

    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 17,169 shares
    Change vs previous 13F -1,946 shares

    0.6% of the 13F portfolio, value $3,208,371.

    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 19,115 shares
    Change vs previous 13F -1,004 shares

    0.68% of the 13F portfolio, value $3,378,385.

    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 20,119 shares
    Change vs previous 13F +1,730 shares

    0.69% of the 13F portfolio, value $3,512,177.

    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 18,389 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,108,848.

    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).