Skip to content
Disclosery

TPG Financial Advisors, LLC: VTV position timeline

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

TPG Financial Advisors, LLC held 42,249 VTV 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 42,249 shares
    Change vs previous 13F -1,626 shares

    2.75% of the 13F portfolio, value $9,207,258.

    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 43,875 shares
    Change vs previous 13F -2,766 shares

    2.8% of the 13F portfolio, value $8,608,215.

    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 46,641 shares
    Change vs previous 13F +51 shares

    2.97% of the 13F portfolio, value $8,907,907.

    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 46,590 shares
    Change vs previous 13F -745 shares

    3.24% of the 13F portfolio, value $8,688,512.

    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 47,335 shares
    Change vs previous 13F -1,257 shares

    3.35% of the 13F portfolio, value $8,365,934.

    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 48,592 shares
    Change vs previous 13F +2,479 shares

    3.71% of the 13F portfolio, value $8,393,730.

    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 46,113 shares
    Change vs previous 13F +358 shares

    3.4% of the 13F portfolio, value $7,806,879.

    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 45,755 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $7,987,397.

    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).