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Valmark Advisers, Inc.: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on VTI, newest first. How the timeline and the estimate are built.

Valmark Advisers, Inc. held 134,361 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,361 shares
    Change vs previous 13F +1,395 shares

    0.53% of the 13F portfolio, value $49,718,823.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    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 132,966 shares
    Change vs previous 13F +4,722 shares

    0.51% of the 13F portfolio, value $42,656,855.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    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 128,244 shares
    Change vs previous 13F +3,002 shares

    0.53% of the 13F portfolio, value $42,996,264.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    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 125,242 shares
    Change vs previous 13F +57 shares

    0.53% of the 13F portfolio, value $41,100,546.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    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 125,185 shares
    Change vs previous 13F +9,239 shares

    0.53% of the 13F portfolio, value $38,047,599.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    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 115,946 shares
    Change vs previous 13F +2,169 shares

    0.48% of the 13F portfolio, value $31,866,652.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    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 113,777 shares
    Change vs previous 13F -1,712 shares

    0.51% of the 13F portfolio, value $32,973,764.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    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 115,489 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $32,701,882.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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