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Segment Wealth Management, LLC: VTI position timeline

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

Segment Wealth Management, LLC held 326,748 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 326,748 shares
    Change vs previous 13F +6,241 shares

    6.27% of the 13F portfolio, value $120,909,785.

    13F-HR 0001575581-26-000003 filed by Segment Wealth 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 320,507 shares
    Change vs previous 13F -2,063 shares

    6.03% of the 13F portfolio, value $102,821,803.

    13F-HR 0001575581-26-000002 filed by Segment Wealth 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 322,570 shares
    Change vs previous 13F +267 shares

    6.27% of the 13F portfolio, value $108,148,066.

    13F-HR 0001575581-26-000001 filed by Segment Wealth 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 322,303 shares
    Change vs previous 13F +3,407 shares

    6.34% of the 13F portfolio, value $105,770,195.

    13F-HR 0001575581-25-000003 filed by Segment Wealth 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 318,896 shares
    Change vs previous 13F -2,126 shares

    6.15% of the 13F portfolio, value $96,922,103.

    13F-HR 0001085146-25-003996 filed by Segment Wealth 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 321,022 shares
    Change vs previous 13F +12,617 shares

    5.97% of the 13F portfolio, value $88,229,724.

    13F-HR 0001085146-25-002215 filed by Segment Wealth 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 308,405 shares
    Change vs previous 13F +3,315 shares

    6.09% of the 13F portfolio, value $89,378,725.

    13F-HR 0001085146-25-000297 filed by Segment Wealth 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 305,090 shares
    Change vs previous 13F not available

    5.94% of the 13F portfolio, value $86,389,301.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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