Skip to content
Disclosery

SARD WEALTH MANAGEMENT GROUP, LLC: VTI position timeline

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

SARD WEALTH MANAGEMENT GROUP, LLC held 57,239 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,239 shares
    Change vs previous 13F +1,497 shares

    10.13% of the 13F portfolio, value $21,180,708.

    13F-HR 0001951757-26-001229 filed by SARD WEALTH MANAGEMENT GROUP, 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 55,742 shares
    Change vs previous 13F -325 shares

    9.72% of the 13F portfolio, value $17,882,509.

    13F-HR 0001951757-26-000566 filed by SARD WEALTH MANAGEMENT GROUP, 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 56,067 shares
    Change vs previous 13F -400 shares

    10.32% of the 13F portfolio, value $18,797,651.

    13F-HR 0001951757-26-000040 filed by SARD WEALTH MANAGEMENT GROUP, 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 56,467 shares
    Change vs previous 13F +613 shares

    10.57% of the 13F portfolio, value $18,530,875.

    13F-HR 0001951757-25-001166 filed by SARD WEALTH MANAGEMENT GROUP, 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 55,854 shares
    Change vs previous 13F +746 shares

    10.46% of the 13F portfolio, value $16,975,610.

    13F-HR 0001951757-25-000594 filed by SARD WEALTH MANAGEMENT GROUP, 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 55,108 shares
    Change vs previous 13F +1,217 shares

    10.15% of the 13F portfolio, value $15,145,847.

    13F-HR 0001951757-25-000333 filed by SARD WEALTH MANAGEMENT GROUP, 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 53,891 shares
    Change vs previous 13F +839 shares

    10.49% of the 13F portfolio, value $15,618,085.

    13F-HR 0001951757-25-000030 filed by SARD WEALTH MANAGEMENT GROUP, 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 53,052 shares
    Change vs previous 13F not available

    9.93% of the 13F portfolio, value $15,022,207.

    13F-HR 0001951757-24-001064 filed by SARD WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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