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NewEdge Advisors, LLC: VTV position timeline

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

NewEdge Advisors, LLC held 1,046,231 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,046,231 shares
    Change vs previous 13F -95,389 shares

    0.68% of the 13F portfolio, value $228,004,937.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 1,141,620 shares
    Change vs previous 13F -78,652 shares

    0.81% of the 13F portfolio, value $223,985,679.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 1,220,272 shares
    Change vs previous 13F +125,474 shares

    0.85% of the 13F portfolio, value $233,059,911.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 1,094,798 shares
    Change vs previous 13F +180,255 shares

    0.93% of the 13F portfolio, value $204,168,509.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 914,543 shares
    Change vs previous 13F +41,758 shares

    0.83% of the 13F portfolio, value $161,636,181.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 872,785 shares
    Change vs previous 13F +4,448 shares

    0.9% of the 13F portfolio, value $150,764,758.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 868,337 shares
    Change vs previous 13F +13,225 shares

    0.88% of the 13F portfolio, value $147,009,399.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 855,112 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $149,276,841.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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