Skip to content

One Wealth Advisors, LLC: VTEB position timeline

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

One Wealth Advisors, LLC held 543,493 VTEB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 543,493 shares
    Change vs previous 13F +51,241 shares

    3.04% of the 13F portfolio, value $27,489,876.

    13F-HR 0001951757-26-001117 filed by One Wealth Advisors, 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 492,252 shares
    Change vs previous 13F +13,259 shares

    3.06% of the 13F portfolio, value $24,558,452.

    13F-HR 0001951757-26-000677 filed by One Wealth Advisors, 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 478,993 shares
    Change vs previous 13F -10,436 shares

    2.94% of the 13F portfolio, value $24,088,558.

    13F-HR 0001951757-26-000328 filed by One Wealth Advisors, 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 489,429 shares
    Change vs previous 13F -13,251 shares

    3.08% of the 13F portfolio, value $24,505,710.

    13F-HR 0001951757-25-001243 filed by One Wealth Advisors, 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 502,680 shares
    Change vs previous 13F -46,816 shares

    3.43% of the 13F portfolio, value $24,646,400.

    13F-HR 0001951757-25-000888 filed by One Wealth Advisors, 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 549,496 shares
    Change vs previous 13F +7,599 shares

    4.07% of the 13F portfolio, value $27,265,992.

    13F-HR 0001951757-25-000517 filed by One Wealth Advisors, 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 541,897 shares
    Change vs previous 13F +76,296 shares

    4.03% of the 13F portfolio, value $27,165,297.

    13F-HR 0001951757-25-000129 filed by One Wealth Advisors, 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 465,601 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $23,801,523.

    13F-HR 0001951757-24-001053 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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