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Selective Wealth Management, Inc.: VTI position timeline

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

Selective Wealth Management, Inc. held 20,809 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,809 shares
    Change vs previous 13F -3,684 shares

    2% of the 13F portfolio, value $7,637,291.

    13F-HR 0001755670-26-000003 filed by Selective Wealth Management, Inc.
    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 24,493 shares
    Change vs previous 13F +3,737 shares

    2.54% of the 13F portfolio, value $8,577,577.

    13F-HR 0001755670-26-000002 filed by Selective Wealth Management, Inc.
    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 20,756 shares
    Change vs previous 13F +2,111 shares

    2.22% of the 13F portfolio, value $7,099,669.

    13F-HR 0001755670-26-000001 filed by Selective Wealth Management, Inc.
    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 18,645 shares
    Change vs previous 13F +2,655 shares

    1.98% of the 13F portfolio, value $6,145,674.

    13F-HR 0001755670-25-000006 filed by Selective Wealth Management, Inc.
    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 15,990 shares
    Change vs previous 13F +2,019 shares

    1.8% of the 13F portfolio, value $4,916,935.

    13F-HR 0001755670-25-000003 filed by Selective Wealth Management, Inc.
    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 13,971 shares
    Change vs previous 13F +2,623 shares

    1.59% of the 13F portfolio, value $3,656,691.

    13F-HR 0001755670-25-000002 filed by Selective Wealth Management, Inc.
    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 11,348 shares
    Change vs previous 13F +1,776 shares

    1.33% of the 13F portfolio, value $3,272,862.

    13F-HR 0001755670-25-000001 filed by Selective Wealth Management, Inc.
    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 9,572 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,704,377.

    13F-HR 0001755670-24-000006 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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