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SATOVSKY ASSET MANAGEMENT LLC: VTI position timeline

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

SATOVSKY ASSET MANAGEMENT LLC held 93,215 VTI 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 93,215 shares
    Change vs previous 13F +4,094 shares

    5.5% of the 13F portfolio, value $34,493,337.

    13F-HR 0001214659-26-010046 filed by SATOVSKY ASSET MANAGEMENT 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 89,121 shares
    Change vs previous 13F +5,863 shares

    5.05% of the 13F portfolio, value $28,590,831.

    13F-HR 0001214659-26-006186 filed by SATOVSKY ASSET MANAGEMENT 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 83,258 shares
    Change vs previous 13F +2,116 shares

    5.41% of the 13F portfolio, value $27,913,887.

    13F-HR 0001214659-26-001692 filed by SATOVSKY ASSET MANAGEMENT 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 81,142 shares
    Change vs previous 13F +4,873 shares

    5.31% of the 13F portfolio, value $26,628,270.

    13F-HR 0001214659-25-016556 filed by SATOVSKY ASSET MANAGEMENT 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 76,269 shares
    Change vs previous 13F +4,335 shares

    4.94% of the 13F portfolio, value $23,180,335.

    13F-HR 0001214659-25-011960 filed by SATOVSKY ASSET MANAGEMENT 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 71,934 shares
    Change vs previous 13F +3,148 shares

    4.42% of the 13F portfolio, value $19,770,407.

    13F-HR 0001214659-25-006748 filed by SATOVSKY ASSET MANAGEMENT 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 68,786 shares
    Change vs previous 13F -578 shares

    4.56% of the 13F portfolio, value $19,934,864.

    13F-HR 0001214659-25-001698 filed by SATOVSKY ASSET MANAGEMENT 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 69,364 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $19,641,153.

    13F-HR 0001214659-24-017670 filed by SATOVSKY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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