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Sendero Wealth Management, LLC: VTI position timeline

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

Sendero Wealth Management, LLC held 581,408 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 581,408 shares
    Change vs previous 13F -729 shares

    21.42% of the 13F portfolio, value $215,144,362.

    13F-HR 0001639375-26-000013 filed by Sendero 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 582,137 shares
    Change vs previous 13F +2,779 shares

    20.66% of the 13F portfolio, value $186,755,382.

    13F-HR 0001639375-26-000008 filed by Sendero 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 579,358 shares
    Change vs previous 13F +12,369 shares

    21.53% of the 13F portfolio, value $194,241,229.

    13F-HR 0001639375-26-000002 filed by Sendero 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 566,989 shares
    Change vs previous 13F -3,331 shares

    21.81% of the 13F portfolio, value $186,068,819.

    13F-HR 0001639375-25-000009 filed by Sendero 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/A 570,320 shares
    Change vs previous 13F -8,770 shares

    21.63% of the 13F portfolio, value $173,337,432.

    13F-HR/A 0001639375-25-000007 filed by Sendero 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 579,090 shares
    Change vs previous 13F +48,149 shares

    22.09% of the 13F portfolio, value $159,156,990.

    13F-HR 0001639375-25-000003 filed by Sendero 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 530,941 shares
    Change vs previous 13F +456 shares

    22.92% of the 13F portfolio, value $153,871,878.

    13F-HR 0001639375-25-000002 filed by Sendero 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 530,485 shares
    Change vs previous 13F not available

    23.68% of the 13F portfolio, value $150,212,206.

    13F-HR 0001639375-24-000006 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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