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Next Capital Management LLC: VTI position timeline

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

Next Capital Management LLC held 30,917 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,917 shares
    Change vs previous 13F -243 shares

    3.09% of the 13F portfolio, value $11,440,423.

    13F-HR 0001437749-26-025432 filed by Next Capital Management 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 31,160 shares
    Change vs previous 13F +986 shares

    3.03% of the 13F portfolio, value $9,996,546.

    13F-HR 0001437749-26-015365 filed by Next Capital Management 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 30,174 shares
    Change vs previous 13F +2,918 shares

    3.24% of the 13F portfolio, value $10,116,529.

    13F-HR 0001437749-26-003766 filed by Next Capital Management 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 27,256 shares
    Change vs previous 13F +693 shares

    2.99% of the 13F portfolio, value $8,945,234.

    13F-HR 0001437749-25-033205 filed by Next Capital Management 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 26,563 shares
    Change vs previous 13F +427 shares

    2.98% of the 13F portfolio, value $8,073,374.

    13F-HR 0001437749-25-024802 filed by Next Capital Management 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 26,136 shares
    Change vs previous 13F -3,831 shares

    3.45% of the 13F portfolio, value $7,183,245.

    13F-HR 0001437749-25-014677 filed by Next Capital Management 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 29,967 shares
    Change vs previous 13F +693 shares

    3.57% of the 13F portfolio, value $8,684,788.

    13F-HR 0001437749-25-003355 filed by Next Capital Management 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 29,274 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $8,289,333.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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