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MRWM Advisors, LLC: VTI position timeline

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

MRWM Advisors, LLC held 85,151 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,151 shares
    Change vs previous 13F +1,431 shares

    12.95% of the 13F portfolio, value $31,509,276.

    13F-HR 0001754960-26-000660 filed by MRWM 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 83,720 shares
    Change vs previous 13F +1,530 shares

    14.56% of the 13F portfolio, value $26,858,213.

    13F-HR 0001754960-26-000284 filed by MRWM 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 82,190 shares
    Change vs previous 13F +3,903 shares

    14.79% of the 13F portfolio, value $27,555,841.

    13F-HR 0001754960-26-000115 filed by MRWM 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 78,287 shares
    Change vs previous 13F +3,652 shares

    14.63% of the 13F portfolio, value $25,691,445.

    13F-HR 0001754960-25-000717 filed by MRWM 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 74,635 shares
    Change vs previous 13F +8,848 shares

    14.19% of the 13F portfolio, value $22,683,816.

    13F-HR 0001754960-25-000620 filed by MRWM 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 65,787 shares
    Change vs previous 13F +12,854 shares

    12.57% of the 13F portfolio, value $18,080,899.

    13F-HR 0001754960-25-000621 filed by MRWM 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 52,933 shares
    Change vs previous 13F not available

    12.01% of the 13F portfolio, value $15,340,513.

    13F-HR 0001754960-25-000622 filed by MRWM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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