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Steward Partners Investment Advisory, LLC: VTI position timeline

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

Steward Partners Investment Advisory, LLC held 220,768 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,768 shares
    Change vs previous 13F +6,976 shares

    0.42% of the 13F portfolio, value $81,692,988.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 213,792 shares
    Change vs previous 13F +19,569 shares

    0.35% of the 13F portfolio, value $68,586,725.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 194,223 shares
    Change vs previous 13F +784 shares

    0.36% of the 13F portfolio, value $65,117,333.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 193,439 shares
    Change vs previous 13F -607 shares

    0.36% of the 13F portfolio, value $63,480,782.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 194,046 shares
    Change vs previous 13F +15,973 shares

    0.46% of the 13F portfolio, value $58,976,326.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 178,073 shares
    Change vs previous 13F +5,883 shares

    0.43% of the 13F portfolio, value $48,941,611.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 172,190 shares
    Change vs previous 13F +8,295 shares

    0.44% of the 13F portfolio, value $49,902,405.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 163,895 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $46,408,526.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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