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Disclosery

Stonegate Investment Group, LLC: VTI position timeline

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

Stonegate Investment Group, LLC held 12,058 VTI shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 12,058 shares
    Change vs previous 13F +20 shares

    0.09% of the 13F portfolio, value $3,956,918.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 12,038 shares
    Change vs previous 13F +44 shares

    0.09% of the 13F portfolio, value $3,658,780.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 11,994 shares
    Change vs previous 13F -1,179 shares

    0.09% of the 13F portfolio, value $3,296,355.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 13,173 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $3,817,809.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 13,173 shares
    Change vs previous 13F -4,773 shares

    0.1% of the 13F portfolio, value $3,730,205.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 17,946 shares
    Change vs previous 13F -624 shares

    0.14% of the 13F portfolio, value $4,800,826.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 18,570 shares
    Change vs previous 13F -107 shares

    0.15% of the 13F portfolio, value $4,826,259.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 18,677 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,430,514.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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