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Disclosery

NewEdge Wealth, LLC: VTV position timeline

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

NewEdge Wealth, LLC held 241,853 VTV 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 241,853 shares
    Change vs previous 13F -6,380 shares

    0.53% of the 13F portfolio, value $52,707,056.

    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 248,233 shares
    Change vs previous 13F -4,513 shares

    0.58% of the 13F portfolio, value $48,703,247.

    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 252,746 shares
    Change vs previous 13F -1,683 shares

    0.55% of the 13F portfolio, value $48,271,940.

    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 254,429 shares
    Change vs previous 13F -6,167 shares

    0.68% of the 13F portfolio, value $47,122,838.

    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 260,596 shares
    Change vs previous 13F -14,710 shares

    0.72% of the 13F portfolio, value $46,094,204.

    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 275,306 shares
    Change vs previous 13F -7,750 shares

    0.86% of the 13F portfolio, value $47,556,395.

    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 283,056 shares
    Change vs previous 13F -8,062 shares

    0.83% of the 13F portfolio, value $47,921,330.

    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 291,118 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $50,820,458.

    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).