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O'Brien Wealth Partners LLC: VTI position timeline

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

O'Brien Wealth Partners LLC held 130,797 VTI shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 130,797 shares
    Change vs previous 13F -1,174 shares

    5.8% of the 13F portfolio, value $43,852,226.

    13F-HR 0001580642-26-000355 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 131,971 shares
    Change vs previous 13F -466 shares

    5.87% of the 13F portfolio, value $43,308,918.

    13F-HR 0001580642-25-006682 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 132,437 shares
    Change vs previous 13F -2,353 shares

    6.32% of the 13F portfolio, value $40,251,643.

    13F-HR 0001580642-25-004184 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 134,790 shares
    Change vs previous 13F -2,238 shares

    6.9% of the 13F portfolio, value $37,045,743.

    13F-HR 0001580642-25-002582 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 137,028 shares
    Change vs previous 13F +15,328 shares

    7.16% of the 13F portfolio, value $39,711,943.

    13F-HR 0001580642-25-000536 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 121,700 shares
    Change vs previous 13F -1,283 shares

    6.76% of the 13F portfolio, value $34,460,475.

    13F-HR 0001580642-24-006302 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 122,983 shares
    Change vs previous 13F -43,537 shares

    7.39% of the 13F portfolio, value $32,899,139.

    13F-HR 0001580642-24-003756 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 166,520 shares
    Change vs previous 13F not available

    10.01% of the 13F portfolio, value $43,278,483.

    13F-HR 0001580642-24-002188 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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