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RFG Advisory, LLC: VTI position timeline

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

RFG Advisory, LLC held 41,620 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,620 shares
    Change vs previous 13F -4,352 shares

    0.24% of the 13F portfolio, value $15,401,157.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 45,972 shares
    Change vs previous 13F +6,753 shares

    0.27% of the 13F portfolio, value $14,748,173.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 39,219 shares
    Change vs previous 13F -2,574 shares

    0.25% of the 13F portfolio, value $13,148,984.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 41,793 shares
    Change vs previous 13F -1,258 shares

    0.28% of the 13F portfolio, value $13,715,233.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 43,051 shares
    Change vs previous 13F -26,569 shares

    0.31% of the 13F portfolio, value $13,084,438.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 69,620 shares
    Change vs previous 13F -8,608 shares

    0.52% of the 13F portfolio, value $19,134,315.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 78,228 shares
    Change vs previous 13F -1,074 shares

    0.64% of the 13F portfolio, value $22,671,261.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 79,302 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $22,455,099.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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