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TPG Financial Advisors, LLC: VCIT position timeline

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

TPG Financial Advisors, LLC held 36,226 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,226 shares
    Change vs previous 13F -1,265 shares

    0.89% of the 13F portfolio, value $2,994,060.

    13F-HR 0001706669-26-000008 filed by TPG Financial Advisors, 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 37,491 shares
    Change vs previous 13F -1,342 shares

    1.01% of the 13F portfolio, value $3,102,362.

    13F-HR 0001706669-26-000006 filed by TPG Financial Advisors, 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 38,833 shares
    Change vs previous 13F +92 shares

    1.09% of the 13F portfolio, value $3,252,245.

    13F-HR 0001706669-26-000003 filed by TPG Financial Advisors, 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 38,741 shares
    Change vs previous 13F -487 shares

    1.21% of the 13F portfolio, value $3,258,487.

    13F-HR 0001706669-25-000009 filed by TPG Financial Advisors, 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 39,228 shares
    Change vs previous 13F -18,486 shares

    1.3% of the 13F portfolio, value $3,252,767.

    13F-HR 0001706669-25-000007 filed by TPG Financial Advisors, 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 57,714 shares
    Change vs previous 13F -25,315 shares

    2.09% of the 13F portfolio, value $4,718,678.

    13F-HR 0001706669-25-000004 filed by TPG Financial Advisors, 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 83,029 shares
    Change vs previous 13F -595 shares

    2.9% of the 13F portfolio, value $6,664,720.

    13F-HR 0001706669-25-000001 filed by TPG Financial Advisors, 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 83,624 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $7,003,491.

    13F-HR 0001706669-24-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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