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Disclosery

Sun Group Wealth Partners: VTI position timeline

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

Sun Group Wealth Partners held 7,167 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 7,167 shares
    Change vs previous 13F +94 shares

    1.81% of the 13F portfolio, value $2,652,077.

    13F-HR 0001172661-26-002755 filed by Sun Group Wealth Partners
    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 7,073 shares
    Change vs previous 13F +121 shares

    1.78% of the 13F portfolio, value $2,269,126.

    13F-HR 0001172661-26-001608 filed by Sun Group Wealth Partners
    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 6,952 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $2,330,835.

    13F-HR 0001172661-26-000847 filed by Sun Group Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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