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MISSION WEALTH MANAGEMENT, LP: VTI position timeline

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

MISSION WEALTH MANAGEMENT, LP held 502,084 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 502,084 shares
    Change vs previous 13F +163,587 shares

    2.32% of the 13F portfolio, value $185,791,305.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 338,497 shares
    Change vs previous 13F +10,365 shares

    2.27% of the 13F portfolio, value $108,593,244.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 328,132 shares
    Change vs previous 13F -19,274 shares

    2.24% of the 13F portfolio, value $110,012,817.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 347,406 shares
    Change vs previous 13F +19,477 shares

    2.33% of the 13F portfolio, value $114,008,279.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 327,929 shares
    Change vs previous 13F -4,406 shares

    2.17% of the 13F portfolio, value $99,667,593.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 332,335 shares
    Change vs previous 13F +754 shares

    2.29% of the 13F portfolio, value $91,338,837.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 331,581 shares
    Change vs previous 13F -4,586 shares

    2.29% of the 13F portfolio, value $96,095,558.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 336,167 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $95,189,020.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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