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MISSION WEALTH MANAGEMENT, LP: VTV position timeline

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

MISSION WEALTH MANAGEMENT, LP held 3,111,513 VTV 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 3,111,513 shares
    Change vs previous 13F +708,390 shares

    8.45% of the 13F portfolio, value $678,091,984.

    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 2,403,123 shares
    Change vs previous 13F -1,787 shares

    9.87% of the 13F portfolio, value $471,492,781.

    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 2,404,910 shares
    Change vs previous 13F +1,175 shares

    9.36% of the 13F portfolio, value $459,313,831.

    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 2,403,735 shares
    Change vs previous 13F +78,556 shares

    9.17% of the 13F portfolio, value $448,276,313.

    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 2,325,179 shares
    Change vs previous 13F +60,397 shares

    8.97% of the 13F portfolio, value $410,956,708.

    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 2,264,782 shares
    Change vs previous 13F +38,727 shares

    9.82% of the 13F portfolio, value $391,218,432.

    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 2,226,055 shares
    Change vs previous 13F +27,237 shares

    8.97% of the 13F portfolio, value $376,871,033.

    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 2,198,818 shares
    Change vs previous 13F not available

    9.49% of the 13F portfolio, value $383,847,621.

    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).