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Disclosery

Shade Tree Advisors LLC: VTI position timeline

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

Shade Tree Advisors LLC held 252,227 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 252,227 shares
    Change vs previous 13F -2,427 shares

    54.36% of the 13F portfolio, value $93,334,099.

    13F-HR 0001172661-26-003024 filed by Shade Tree Advisors 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 254,654 shares
    Change vs previous 13F +13,123 shares

    58.52% of the 13F portfolio, value $81,695,425.

    13F-HR 0001172661-26-001715 filed by Shade Tree 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 ended2025-12-31
    13F 241,531 shares
    Change vs previous 13F +4,266 shares

    61.53% of the 13F portfolio, value $80,978,230.

    13F-HR 0001172661-26-000472 filed by Shade Tree 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 ended2025-09-30
    13F 237,265 shares
    Change vs previous 13F -17,349 shares

    67.39% of the 13F portfolio, value $77,863,304.

    13F-HR 0001172661-25-004584 filed by Shade Tree 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 ended2025-06-30
    13F 254,614 shares
    Change vs previous 13F +20,244 shares

    67.67% of the 13F portfolio, value $77,384,812.

    13F-HR 0001172661-25-002915 filed by Shade Tree 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 ended2025-03-31
    13F 234,370 shares
    Change vs previous 13F -1,414 shares

    63.85% of the 13F portfolio, value $64,414,506.

    13F-HR 0001172661-25-001700 filed by Shade Tree 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 ended2024-12-31
    13F 235,784 shares
    Change vs previous 13F not available

    68.9% of the 13F portfolio, value $68,332,564.

    13F-HR 0001172661-25-000404 filed by Shade Tree Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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