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N.E.W. Advisory Services LLC: VTI position timeline

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

N.E.W. Advisory Services LLC held 758,657 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 758,657 shares
    Change vs previous 13F -388 shares

    18.78% of the 13F portfolio, value $280,733,587.

    13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services 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 759,045 shares
    Change vs previous 13F +38,408 shares

    18.21% of the 13F portfolio, value $243,509,082.

    13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services 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 720,637 shares
    Change vs previous 13F +50,118 shares

    17.87% of the 13F portfolio, value $241,608,048.

    13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services 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 670,519 shares
    Change vs previous 13F +20,274 shares

    19.66% of the 13F portfolio, value $220,044,180.

    13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services 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 650,245 shares
    Change vs previous 13F -103,774 shares

    19.18% of the 13F portfolio, value $197,628,852.

    13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services 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 754,019 shares
    Change vs previous 13F +142,913 shares

    15.86% of the 13F portfolio, value $207,234,601.

    13F-HR 0001764754-25-000009 filed by N.E.W. Advisory Services 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 611,106 shares
    Change vs previous 13F +109,464 shares

    16.82% of the 13F portfolio, value $177,104,839.

    13F-HR 0001085146-25-000454 filed by N.E.W. Advisory Services 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 501,642 shares
    Change vs previous 13F not available

    14% of the 13F portfolio, value $142,044,844.

    13F-HR 0001085146-24-005253 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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