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Sage Investment Advisers LLC: VTI position timeline

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

Sage Investment Advisers LLC held 3,249 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,249 shares
    Change vs previous 13F -220 shares

    0.81% of the 13F portfolio, value $1,202,158.

    13F-HR 0001951757-26-000945 filed by Sage Investment Advisers 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 3,469 shares
    Change vs previous 13F +110 shares

    0.83% of the 13F portfolio, value $1,121,190.

    13F-HR 0001951757-26-000582 filed by Sage Investment Advisers 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 3,359 shares
    Change vs previous 13F +130 shares

    0.84% of the 13F portfolio, value $1,126,141.

    13F-HR 0001951757-26-000403 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,229 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $914,359.

    13F-HR 0001951757-24-001163 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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