RMG Wealth Management LLC: VTV position timeline

RMG Wealth Management LLC held 850,915 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 850,915 shares

   Change vs previous 13F +51,208 shares

   19.86% of the 13F portfolio, value $192,553,516.

   13F-HR 0001214659-26-010074 filed by RMG Wealth Management LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 799,707 shares

   Change vs previous 13F +24,588 shares

   19.22% of the 13F portfolio, value $166,538,983.

   13F-HR 0001214659-26-006124 filed by RMG Wealth Management LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 775,119 shares

   Change vs previous 13F +52,983 shares

   19.94% of the 13F portfolio, value $153,984,928.

   13F-HR 0001214659-26-000932 filed by RMG Wealth Management LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 722,136 shares

   Change vs previous 13F +720,357 shares

   19.01% of the 13F portfolio, value $135,032,281.

   13F-HR 0001214659-25-015612 filed by RMG Wealth Management LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,779 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $316,440.

   13F-HR 0001214659-25-010807 filed by RMG Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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