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Quaker Wealth Management, LLC: VTI position timeline

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

Quaker Wealth Management, LLC held 169,447 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,447 shares
    Change vs previous 13F +1,074 shares

    18.25% of the 13F portfolio, value $62,702,100.

    13F-HR 0001733472-26-000004 filed by Quaker Wealth 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 168,373 shares
    Change vs previous 13F +7,373 shares

    16.87% of the 13F portfolio, value $54,015,840.

    13F-HR 0001733472-26-000002 filed by Quaker Wealth 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 161,000 shares
    Change vs previous 13F -21,964 shares

    17.1% of the 13F portfolio, value $53,978,366.

    13F-HR 0001733472-26-000001 filed by Quaker Wealth 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 182,964 shares
    Change vs previous 13F -4,786 shares

    19.53% of the 13F portfolio, value $60,043,217.

    13F-HR 0001733472-25-000005 filed by Quaker Wealth 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 187,750 shares
    Change vs previous 13F +26,282 shares

    19.11% of the 13F portfolio, value $57,062,899.

    13F-HR 0001733472-25-000003 filed by Quaker Wealth 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 ended2024-09-30
    13F 161,468 shares
    Change vs previous 13F not available

    16.76% of the 13F portfolio, value $45,721,368.

    13F-HR 0001733472-24-000003 filed by Quaker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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