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Operose Advisors LLC: VTI position timeline

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

Operose Advisors LLC held 246,202 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 246,202 shares
    Change vs previous 13F -241 shares

    17.61% of the 13F portfolio, value $91,105,580.

    13F-HR 0001909750-26-000007 filed by Operose 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 246,443 shares
    Change vs previous 13F +10,606 shares

    18.33% of the 13F portfolio, value $79,060,220.

    13F-HR 0001909750-26-000005 filed by Operose 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 235,837 shares
    Change vs previous 13F -3,985 shares

    18.42% of the 13F portfolio, value $79,070,701.

    13F-HR 0001909750-26-000002 filed by Operose 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 239,822 shares
    Change vs previous 13F +16,555 shares

    19.62% of the 13F portfolio, value $78,699,688.

    13F-HR 0001909750-25-000013 filed by Operose 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 223,267 shares
    Change vs previous 13F +3,082 shares

    19.14% of the 13F portfolio, value $67,858,097.

    13F-HR 0001909750-25-000007 filed by Operose 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 220,185 shares
    Change vs previous 13F +6,518 shares

    20.05% of the 13F portfolio, value $60,515,567.

    13F-HR 0001909750-25-000005 filed by Operose 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 213,667 shares
    Change vs previous 13F +11,477 shares

    21.18% of the 13F portfolio, value $61,922,920.

    13F-HR 0001909750-25-000002 filed by Operose 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 202,190 shares
    Change vs previous 13F not available

    18.52% of the 13F portfolio, value $57,252,213.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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