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Per Stirling Capital Management, LLC.: VTV position timeline

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

Per Stirling Capital Management, LLC. held 53,101 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,101 shares
    Change vs previous 13F +1,723 shares

    1.1% of the 13F portfolio, value $11,572,397.

    13F-HR 0001689933-26-000005 filed by Per Stirling 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 51,378 shares
    Change vs previous 13F -2,639 shares

    1.11% of the 13F portfolio, value $10,080,282.

    13F-HR 0001689933-26-000003 filed by Per Stirling 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 54,017 shares
    Change vs previous 13F +793 shares

    1.16% of the 13F portfolio, value $10,316,749.

    13F-HR 0001689933-26-000001 filed by Per Stirling 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 53,224 shares
    Change vs previous 13F +588 shares

    1.19% of the 13F portfolio, value $9,925,811.

    13F-HR 0001689933-25-000006 filed by Per Stirling 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 52,636 shares
    Change vs previous 13F +5,086 shares

    1.21% of the 13F portfolio, value $9,302,885.

    13F-HR 0001689933-25-000004 filed by Per Stirling 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 47,550 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $8,213,715.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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