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Disclosery

NewSquare Capital LLC: VTI position timeline

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

NewSquare Capital LLC held 379,249 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 379,249 shares
    Change vs previous 13F +14,746 shares

    10.43% of the 13F portfolio, value $140,337,266.

    13F-HR 0001546989-26-000003 filed by NewSquare Capital 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 364,503 shares
    Change vs previous 13F +11,693 shares

    10.19% of the 13F portfolio, value $116,936,114.

    13F-HR 0001546989-26-000002 filed by NewSquare Capital 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 352,810 shares
    Change vs previous 13F -42,152 shares

    10.43% of the 13F portfolio, value $118,286,772.

    13F-HR 0001546989-26-000001 filed by NewSquare Capital 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 394,962 shares
    Change vs previous 13F +6,418 shares

    8.79% of the 13F portfolio, value $129,614,733.

    13F-HR 0001546989-25-000006 filed by NewSquare Capital 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 388,544 shares
    Change vs previous 13F +19,720 shares

    8.59% of the 13F portfolio, value $115,529,799.

    13F-HR 0001546989-25-000005 filed by NewSquare Capital 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 368,824 shares
    Change vs previous 13F +11,041 shares

    8.08% of the 13F portfolio, value $99,053,080.

    13F-HR 0001546989-25-000002 filed by NewSquare Capital 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 357,783 shares
    Change vs previous 13F +1,979 shares

    8.1% of the 13F portfolio, value $101,247,982.

    13F-HR 0001546989-25-000001 filed by NewSquare Capital 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 355,804 shares
    Change vs previous 13F not available

    7.83% of the 13F portfolio, value $98,364,559.

    13F-HR 0001546989-24-000005 filed by NewSquare Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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