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Moisand Fitzgerald Tamayo, LLC: VTI position timeline

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

Moisand Fitzgerald Tamayo, LLC held 17,003 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,003 shares
    Change vs previous 13F -464 shares

    0.64% of the 13F portfolio, value $6,363,276.

    13F-HR 0001649107-26-000005 filed by Moisand Fitzgerald Tamayo, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,467 shares
    Change vs previous 13F +663 shares

    0.63% of the 13F portfolio, value $6,463,561.

    13F-HR 0001649107-26-000003 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 16,804 shares
    Change vs previous 13F -342 shares

    0.58% of the 13F portfolio, value $5,390,954.

    13F-HR 0001649107-26-000002 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,146 shares
    Change vs previous 13F -218 shares

    0.65% of the 13F portfolio, value $5,748,605.

    13F-HR 0001649107-26-000001 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 17,364 shares
    Change vs previous 13F -278 shares

    0.67% of the 13F portfolio, value $5,698,408.

    13F-HR 0001649107-25-000005 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,642 shares
    Change vs previous 13F -106 shares

    0.68% of the 13F portfolio, value $5,361,993.

    13F-HR 0001649107-25-000004 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 17,748 shares
    Change vs previous 13F -417 shares

    0.67% of the 13F portfolio, value $4,877,914.

    13F-HR 0001649107-25-000002 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,165 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $5,264,456.

    13F-HR 0001649107-25-000001 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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