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Disclosery

Obermeyer Wealth Partners: VTI position timeline

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

Obermeyer Wealth Partners held 723,980 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 723,980 shares
    Change vs previous 13F +122,190 shares

    10.96% of the 13F portfolio, value $267,901,510.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 601,790 shares
    Change vs previous 13F +409,387 shares

    8.89% of the 13F portfolio, value $193,060,333.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 192,403 shares
    Change vs previous 13F +85,344 shares

    2.95% of the 13F portfolio, value $64,506,801.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 107,059 shares
    Change vs previous 13F +3,018 shares

    1.65% of the 13F portfolio, value $35,133,517.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 104,041 shares
    Change vs previous 13F -1,052 shares

    1.57% of the 13F portfolio, value $31,621,310.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 105,093 shares
    Change vs previous 13F +4,357 shares

    1.54% of the 13F portfolio, value $28,883,877.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 100,736 shares
    Change vs previous 13F +1,384 shares

    1.52% of the 13F portfolio, value $29,194,198.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    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 99,352 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $28,132,412.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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