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Disclosery

REDW Wealth LLC: VTI position timeline

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

REDW Wealth LLC held 65,597 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,597 shares
    Change vs previous 13F -2,148 shares

    8.7% of the 13F portfolio, value $24,273,530.

    13F-HR 0001688931-26-000007 filed by REDW Wealth 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 67,745 shares
    Change vs previous 13F -5,907 shares

    8.67% of the 13F portfolio, value $21,733,339.

    13F-HR 0001688931-26-000005 filed by REDW Wealth 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 73,652 shares
    Change vs previous 13F -2,437 shares

    9.41% of the 13F portfolio, value $24,693,193.

    13F-HR 0001688931-26-000003 filed by REDW Wealth 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 76,089 shares
    Change vs previous 13F -4,682 shares

    9.44% of the 13F portfolio, value $24,970,209.

    13F-HR 0001688931-25-000012 filed by REDW Wealth 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 80,771 shares
    Change vs previous 13F -64,156 shares

    9.76% of the 13F portfolio, value $24,548,599.

    13F-HR 0001688931-25-000007 filed by REDW Wealth 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 144,927 shares
    Change vs previous 13F -12,257 shares

    14.83% of the 13F portfolio, value $39,831,619.

    13F-HR 0001688931-25-000005 filed by REDW Wealth 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 157,184 shares
    Change vs previous 13F -16,956 shares

    15.82% of the 13F portfolio, value $45,553,629.

    13F-HR 0001688931-25-000002 filed by REDW Wealth 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 174,140 shares
    Change vs previous 13F not available

    12.64% of the 13F portfolio, value $49,309,574.

    13F-HR 0001688931-24-000014 filed by REDW Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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