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Shotwell Rutter Baer Inc: VTI position timeline

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

Shotwell Rutter Baer Inc held 74,857 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,857 shares
    Change vs previous 13F -868 shares

    15.21% of the 13F portfolio, value $27,700,175.

    13F-HR 0001754960-26-000573 filed by Shotwell Rutter Baer 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 75,725 shares
    Change vs previous 13F +4,465 shares

    14.27% of the 13F portfolio, value $24,293,205.

    13F-HR 0001754960-26-000301 filed by Shotwell Rutter Baer 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 71,260 shares
    Change vs previous 13F +1,484 shares

    14.55% of the 13F portfolio, value $24,238,378.

    13F-HR 0001754960-26-000025 filed by Shotwell Rutter Baer 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 69,776 shares
    Change vs previous 13F -888 shares

    14.94% of the 13F portfolio, value $23,152,494.

    13F-HR 0001754960-25-000654 filed by Shotwell Rutter Baer 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 70,664 shares
    Change vs previous 13F +1,003 shares

    14.79% of the 13F portfolio, value $21,766,526.

    13F-HR 0001754960-25-000322 filed by Shotwell Rutter Baer 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 69,661 shares
    Change vs previous 13F +185 shares

    15.27% of the 13F portfolio, value $17,308,622.

    13F-HR 0001754960-25-000162 filed by Shotwell Rutter Baer 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 69,476 shares
    Change vs previous 13F -1,438 shares

    16.82% of the 13F portfolio, value $19,960,422.

    13F-HR 0001754960-25-000013 filed by Shotwell Rutter Baer 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 70,914 shares
    Change vs previous 13F not available

    16.49% of the 13F portfolio, value $20,050,989.

    13F-HR 0001754960-24-000472 filed by Shotwell Rutter Baer Inc
    Filed (acceptance time not in the bulk data set), ingested

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