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SAX WEALTH ADVISORS, LLC: VTI position timeline

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

SAX WEALTH ADVISORS, LLC held 87,527 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 87,527 shares
    Change vs previous 13F -22,008 shares

    0.93% of the 13F portfolio, value $32,756,119.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 109,535 shares
    Change vs previous 13F +74,235 shares

    1.43% of the 13F portfolio, value $35,139,952.

    13F-HR 0001846150-26-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 35,300 shares
    Change vs previous 13F -92 shares

    0.57% of the 13F portfolio, value $11,835,028.

    13F-HR 0001846150-26-000005 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 35,392 shares
    Change vs previous 13F -4,852 shares

    0.56% of the 13F portfolio, value $11,865,873.

    13F-HR 0001846150-26-000002 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 40,244 shares
    Change vs previous 13F -370 shares

    0.71% of the 13F portfolio, value $13,206,955.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 40,614 shares
    Change vs previous 13F +9,927 shares

    0.75% of the 13F portfolio, value $12,343,899.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 30,687 shares
    Change vs previous 13F +3,284 shares

    0.6% of the 13F portfolio, value $8,433,963.

    13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 27,403 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $7,941,642.

    13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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