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Plum Street Advisors, LLC: VTV position timeline

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

Plum Street Advisors, LLC held 82,745 VTV 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 82,745 shares
    Change vs previous 13F -2,089 shares

    5.76% of the 13F portfolio, value $18,032,599.

    13F-HR 0002068236-26-000003 filed by Plum Street 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 84,834 shares
    Change vs previous 13F +1,201 shares

    5.76% of the 13F portfolio, value $16,644,363.

    13F-HR 0002068236-26-000002 filed by Plum Street 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 83,633 shares
    Change vs previous 13F +2,948 shares

    5.69% of the 13F portfolio, value $15,973,136.

    13F-HR 0002068236-26-000001 filed by Plum Street 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 80,685 shares
    Change vs previous 13F +525 shares

    5.81% of the 13F portfolio, value $15,046,898.

    13F-HR 0002068236-25-000008 filed by Plum Street 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 80,160 shares
    Change vs previous 13F -337 shares

    6.25% of the 13F portfolio, value $14,167,565.

    13F-HR 0002068236-25-000007 filed by Plum Street 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 80,497 shares
    Change vs previous 13F +539 shares

    6.7% of the 13F portfolio, value $13,905,136.

    13F-HR 0002068236-25-000006 filed by Plum Street 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 79,958 shares
    Change vs previous 13F +4,005 shares

    6.68% of the 13F portfolio, value $13,536,911.

    13F-HR 0002068236-25-000005 filed by Plum Street 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 75,953 shares
    Change vs previous 13F not available

    6.71% of the 13F portfolio, value $13,259,083.

    13F-HR 0002068236-25-000004 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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