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Midwestern Financial, LLC /IA: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Midwestern Financial, LLC /IA on VTI, newest first. How the timeline and the estimate are built.

Midwestern Financial, LLC /IA held 10,341 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,341 shares
    Change vs previous 13F -698 shares

    2.68% of the 13F portfolio, value $3,826,581.

    13F-HR 0002063364-26-000305 filed by Midwestern Financial, LLC /IA
    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 11,039 shares
    Change vs previous 13F -2,079 shares

    2.79% of the 13F portfolio, value $3,541,265.

    13F-HR 0002063364-26-000149 filed by Midwestern Financial, LLC /IA
    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 13,118 shares
    Change vs previous 13F -2,640 shares

    3.64% of the 13F portfolio, value $4,398,210.

    13F-HR 0002063364-26-000062 filed by Midwestern Financial, LLC /IA
    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 15,758 shares
    Change vs previous 13F +409 shares

    4.44% of the 13F portfolio, value $5,171,256.

    13F-HR 0002063364-25-000278 filed by Midwestern Financial, LLC /IA
    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 15,349 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $4,664,770.

    13F-HR 0002063364-25-000216 filed by Midwestern Financial, LLC /IA
    Filed (acceptance time not in the bulk data set), ingested

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