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Marshall & Sterling Wealth Advisors Inc.: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marshall & Sterling Wealth Advisors Inc. on VCIT, newest first. How the timeline and the estimate are built.

Marshall & Sterling Wealth Advisors Inc. held 154,193 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,193 shares
    Change vs previous 13F +4,593 shares

    7.55% of the 13F portfolio, value $12,744,060.

    13F-HR 0002056315-26-000003 filed by Marshall & Sterling Wealth Advisors Inc.
    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 149,600 shares
    Change vs previous 13F -4,218 shares

    8.1% of the 13F portfolio, value $12,379,363.

    13F-HR 0002056315-26-000002 filed by Marshall & Sterling Wealth Advisors Inc.
    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 153,818 shares
    Change vs previous 13F +14,590 shares

    8.5% of the 13F portfolio, value $12,882,229.

    13F-HR 0002056315-26-000001 filed by Marshall & Sterling Wealth Advisors Inc.
    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 139,228 shares
    Change vs previous 13F +8,455 shares

    7.5% of the 13F portfolio, value $11,696,329.

    13F-HR 0002056315-25-000011 filed by Marshall & Sterling Wealth Advisors Inc.
    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 130,773 shares
    Change vs previous 13F +17,173 shares

    7.33% of the 13F portfolio, value $10,829,697.

    13F-HR 0002056519-25-000006 filed by Marshall & Sterling Wealth Advisors Inc.
    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 113,600 shares
    Change vs previous 13F +18,433 shares

    6.31% of the 13F portfolio, value $9,287,987.

    13F-HR 0002056315-25-000009 filed by Marshall & Sterling Wealth Advisors Inc.
    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 95,167 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $7,638,998.

    13F-HR 0002056315-25-000001 filed by Marshall & Sterling Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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