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Disclosery

NewEdge Wealth, LLC: VTI position timeline

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

NewEdge Wealth, LLC held 160,346 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,346 shares
    Change vs previous 13F +4,949 shares

    0.6% of the 13F portfolio, value $59,334,475.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 155,397 shares
    Change vs previous 13F -69,170 shares

    0.59% of the 13F portfolio, value $49,852,862.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 224,567 shares
    Change vs previous 13F +102,513 shares

    0.85% of the 13F portfolio, value $75,290,460.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 122,054 shares
    Change vs previous 13F +2,384 shares

    0.58% of the 13F portfolio, value $40,663,411.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 119,670 shares
    Change vs previous 13F +16,118 shares

    0.58% of the 13F portfolio, value $37,225,899.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 103,552 shares
    Change vs previous 13F +6,342 shares

    0.52% of the 13F portfolio, value $28,460,127.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 97,210 shares
    Change vs previous 13F +4,018 shares

    0.49% of the 13F portfolio, value $28,172,456.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 93,192 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $26,388,361.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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