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Strategic Wealth Investment Group, LLC: VCIT position timeline

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

Strategic Wealth Investment Group, LLC held 631,125 VCIT 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 631,125 shares
    Change vs previous 13F +152,078 shares

    6.32% of the 13F portfolio, value $52,162,498.

    13F-HR 0001802365-26-000003 filed by Strategic Wealth 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 ended2026-03-31
    13F 479,047 shares
    Change vs previous 13F +5,946 shares

    5.03% of the 13F portfolio, value $39,641,110.

    13F-HR 0001802365-26-000002 filed by Strategic Wealth 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 ended2025-12-31
    13F 473,101 shares
    Change vs previous 13F -149,159 shares

    4.87% of the 13F portfolio, value $39,622,239.

    13F-HR 0001802365-26-000001 filed by Strategic Wealth 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 ended2025-09-30
    13F 622,260 shares
    Change vs previous 13F +603,611 shares

    4.41% of the 13F portfolio, value $52,338,322.

    13F-HR 0001802365-25-000003 filed by Strategic Wealth 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 ended2025-06-30
    13F 18,649 shares
    Change vs previous 13F +1,506 shares

    2.24% of the 13F portfolio, value $1,546,383.

    13F-HR 0001986042-25-000016 filed by Strategic Wealth 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 ended2025-03-31
    13F 17,143 shares
    Change vs previous 13F -381,861 shares

    2.44% of the 13F portfolio, value $1,401,598.

    13F-HR 0001767151-25-000002 filed by Strategic Wealth 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 ended2024-12-31
    13F/A 399,004 shares
    Change vs previous 13F -22,396 shares

    3.54% of the 13F portfolio, value $32,027,969.

    13F-HR/A 0001802365-25-000001 filed by Strategic Wealth 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 ended2024-09-30
    13F 421,400 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $35,300,713.

    13F-HR 0001802365-24-000006 filed by Strategic Wealth Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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