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MERITAGE PORTFOLIO MANAGEMENT: VTI position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 17,188 VTI shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 17,188 shares
    Change vs previous 13F +179 shares

    0.38% of the 13F portfolio, value $5,762,490.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 17,009 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $5,581,950.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 17,009 shares
    Change vs previous 13F +60 shares

    0.33% of the 13F portfolio, value $5,169,434.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 16,949 shares
    Change vs previous 13F +2,401 shares

    0.31% of the 13F portfolio, value $4,658,163.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 14,548 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $4,216,012.

    13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 14,547 shares
    Change vs previous 13F -2,213 shares

    0.25% of the 13F portfolio, value $4,119,000.

    13F-HR 0000881432-24-000018 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 16,760 shares
    Change vs previous 13F +249 shares

    0.28% of the 13F portfolio, value $4,484,000.

    13F-HR 0000881432-24-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 16,511 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,291,000.

    13F-HR 0000881432-24-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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