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Moss Adams Wealth Advisors LLC: VTI position timeline

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

Moss Adams Wealth Advisors LLC held 1,297,507 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,297,507 shares
    Change vs previous 13F +37,591 shares

    30% of the 13F portfolio, value $480,129,338.

    13F-HR 0001661245-26-000004 filed by Moss Adams Wealth Advisors 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 1,259,916 shares
    Change vs previous 13F +38,437 shares

    29.56% of the 13F portfolio, value $404,193,790.

    13F-HR 0001661245-26-000002 filed by Moss Adams Wealth Advisors 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 1,221,479 shares
    Change vs previous 13F +171,156 shares

    29.69% of the 13F portfolio, value $409,525,228.

    13F-HR 0001661245-26-000001 filed by Moss Adams Wealth Advisors 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 1,050,323 shares
    Change vs previous 13F +181,299 shares

    26.93% of the 13F portfolio, value $345,458,736.

    13F-HR 0001661245-25-000006 filed by Moss Adams Wealth Advisors 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 869,024 shares
    Change vs previous 13F +44,444 shares

    24.04% of the 13F portfolio, value $264,745,482.

    13F-HR 0001661245-25-000004 filed by Moss Adams Wealth Advisors 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 824,580 shares
    Change vs previous 13F +42,122 shares

    23.86% of the 13F portfolio, value $226,627,570.

    13F-HR 0001661245-25-000003 filed by Moss Adams Wealth Advisors 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 782,458 shares
    Change vs previous 13F +13,451 shares

    23.97% of the 13F portfolio, value $226,764,080.

    13F-HR 0001661245-25-000001 filed by Moss Adams Wealth Advisors 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 769,007 shares
    Change vs previous 13F not available

    23.89% of the 13F portfolio, value $218,269,086.

    13F-HR 0001661245-24-000005 filed by Moss Adams Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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