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Modern Wealth Management, LLC: VTI position timeline

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

Modern Wealth Management, LLC held 349,601 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 349,601 shares
    Change vs previous 13F +51,841 shares

    1.54% of the 13F portfolio, value $129,366,012.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
    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 297,760 shares
    Change vs previous 13F -7,398 shares

    1.65% of the 13F portfolio, value $96,248,051.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
    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 305,158 shares
    Change vs previous 13F +7,466 shares

    1.87% of the 13F portfolio, value $102,310,534.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
    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 297,692 shares
    Change vs previous 13F +2,631 shares

    1.93% of the 13F portfolio, value $97,693,260.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
    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/A 295,061 shares
    Change vs previous 13F +8,771 shares

    2.23% of the 13F portfolio, value $89,678,013.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
    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/A 286,290 shares
    Change vs previous 13F +205,168 shares

    2.52% of the 13F portfolio, value $78,684,001.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    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/A 81,122 shares
    Change vs previous 13F +27,269 shares

    0.88% of the 13F portfolio, value $23,510,178.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    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/A 53,853 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $15,248,972.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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