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Disclosery

Smith Salley Wealth Management: VTI position timeline

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

Smith Salley Wealth Management held 18,805 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,805 shares
    Change vs previous 13F -32 shares

    0.3% of the 13F portfolio, value $6,958,602.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 18,837 shares
    Change vs previous 13F +4,858 shares

    0.3% of the 13F portfolio, value $6,043,098.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 13,979 shares
    Change vs previous 13F +2 shares

    0.23% of the 13F portfolio, value $4,686,739.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 13,977 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $4,586,832.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 13,977 shares
    Change vs previous 13F -233 shares

    0.25% of the 13F portfolio, value $4,248,025.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 14,210 shares
    Change vs previous 13F +20 shares

    0.26% of the 13F portfolio, value $3,905,476.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 14,190 shares
    Change vs previous 13F -152 shares

    0.26% of the 13F portfolio, value $4,112,404.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 14,342 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,061,081.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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