MorganRosel Wealth Management, LLC: VTI position timeline

MorganRosel Wealth Management, LLC held 151,049 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 151,049 shares

   Change vs previous 13F +1,597 shares

   18.87% of the 13F portfolio, value $55,894,160.

   13F-HR 0001986152-26-000156 filed by MorganRosel Wealth Management, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 149,452 shares

   Change vs previous 13F -89,775 shares

   18.91% of the 13F portfolio, value $47,945,554.

   13F-HR 0001986152-26-000063 filed by MorganRosel Wealth Management, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 239,227 shares

   Change vs previous 13F -252 shares

   20.07% of the 13F portfolio, value $80,205,671.

   13F-HR 0001986152-26-000032 filed by MorganRosel Wealth Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 239,479 shares

   Change vs previous 13F +1,181 shares

   20.36% of the 13F portfolio, value $78,589,708.

   13F-HR 0001753218-25-000002 filed by MorganRosel Wealth Management, LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 238,298 shares

   Change vs previous 13F +10,388 shares

   19.77% of the 13F portfolio, value $72,426,034.

   13F-HR 0001986152-25-000055 filed by MorganRosel Wealth Management, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 227,910 shares

   Change vs previous 13F +5,847 shares

   19.01% of the 13F portfolio, value $62,638,784.

   13F-HR 0001986152-25-000035 filed by MorganRosel Wealth Management, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 222,063 shares

   Change vs previous 13F -3,620 shares

   21.12% of the 13F portfolio, value $64,356,078.

   13F-HR 0001986152-25-000019 filed by MorganRosel Wealth Management, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 225,683 shares

   Change vs previous 13F not available

   21.07% of the 13F portfolio, value $63,904,398.

   13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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