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Disclosery

My Personal CFO, LLC: VTI position timeline

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

My Personal CFO, LLC held 107,227 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,227 shares
    Change vs previous 13F -1,179 shares

    15.49% of the 13F portfolio, value $39,678,141.

    13F-HR 0001754960-26-000575 filed by My Personal CFO, 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 108,406 shares
    Change vs previous 13F -1,327 shares

    15.23% of the 13F portfolio, value $34,777,790.

    13F-HR 0001754960-26-000293 filed by My Personal CFO, 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 109,733 shares
    Change vs previous 13F +31,867 shares

    15.35% of the 13F portfolio, value $36,790,112.

    13F-HR 0001754960-26-000077 filed by My Personal CFO, 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 77,866 shares
    Change vs previous 13F -35,238 shares

    9.9% of the 13F portfolio, value $25,553,360.

    13F-HR 0001754960-25-000700 filed by My Personal CFO, 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 113,104 shares
    Change vs previous 13F +3,565 shares

    15.63% of the 13F portfolio, value $34,375,646.

    13F-HR 0001754960-25-000441 filed by My Personal CFO, 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 109,539 shares
    Change vs previous 13F +3,147 shares

    15.17% of the 13F portfolio, value $30,105,651.

    13F-HR 0001754960-25-000247 filed by My Personal CFO, 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 106,392 shares
    Change vs previous 13F +13,074 shares

    15.81% of the 13F portfolio, value $30,833,440.

    13F-HR 0001754960-25-000067 filed by My Personal CFO, 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 93,318 shares
    Change vs previous 13F not available

    14.49% of the 13F portfolio, value $26,423,997.

    13F-HR 0001754960-24-000517 filed by My Personal CFO, LLC
    Filed (acceptance time not in the bulk data set), ingested

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