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Trademark Financial Management, LLC: VTI position timeline

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

Trademark Financial Management, LLC held 21,411 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,411 shares
    Change vs previous 13F -1,293 shares

    3.24% of the 13F portfolio, value $7,922,791.

    13F-HR 0002085853-26-000868 filed by Trademark Financial Management, 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 22,704 shares
    Change vs previous 13F +5,899 shares

    3.57% of the 13F portfolio, value $7,283,669.

    13F-HR 0002085853-26-000503 filed by Trademark Financial Management, 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 16,805 shares
    Change vs previous 13F +149 shares

    3.1% of the 13F portfolio, value $5,634,330.

    13F-HR 0002085853-26-000124 filed by Trademark Financial Management, 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 16,656 shares
    Change vs previous 13F +34 shares

    3.18% of the 13F portfolio, value $5,466,072.

    13F-HR 0002085853-25-000110 filed by Trademark Financial Management, 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 16,622 shares
    Change vs previous 13F +71 shares

    3.09% of the 13F portfolio, value $5,051,947.

    13F-HR 0001667731-25-001022 filed by Trademark Financial Management, 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 16,551 shares
    Change vs previous 13F +610 shares

    3.47% of the 13F portfolio, value $4,548,881.

    13F-HR 0001667731-25-000526 filed by Trademark Financial Management, 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 15,941 shares
    Change vs previous 13F +175 shares

    3.67% of the 13F portfolio, value $4,619,852.

    13F-HR 0001667731-25-000176 filed by Trademark Financial Management, 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 15,766 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $4,464,374.

    13F-HR 0002011736-24-000003 filed by Trademark Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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