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Disclosery

VERITY Wealth Advisors: VTI position timeline

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

VERITY Wealth Advisors held 124,452 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,452 shares
    Change vs previous 13F -1,887 shares

    27.81% of the 13F portfolio, value $46,052,196.

    13F-HR 0001763138-26-000004 filed by VERITY Wealth Advisors
    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 126,339 shares
    Change vs previous 13F -3,913 shares

    27.07% of the 13F portfolio, value $40,530,942.

    13F-HR 0001763138-26-000002 filed by VERITY Wealth Advisors
    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 130,252 shares
    Change vs previous 13F -2,358 shares

    27.11% of the 13F portfolio, value $43,669,614.

    13F-HR 0001763138-26-000001 filed by VERITY Wealth Advisors
    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 132,610 shares
    Change vs previous 13F -6 shares

    27.49% of the 13F portfolio, value $43,518,635.

    13F-HR 0001763138-25-000007 filed by VERITY Wealth Advisors
    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 132,616 shares
    Change vs previous 13F -1,228 shares

    27.07% of the 13F portfolio, value $40,306,001.

    13F-HR 0001763138-25-000005 filed by VERITY Wealth Advisors
    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 133,844 shares
    Change vs previous 13F +157 shares

    27.26% of the 13F portfolio, value $36,785,703.

    13F-HR 0001763138-25-000004 filed by VERITY Wealth Advisors
    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 133,687 shares
    Change vs previous 13F -123 shares

    27.96% of the 13F portfolio, value $38,743,690.

    13F-HR 0001763138-25-000001 filed by VERITY Wealth Advisors
    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 133,810 shares
    Change vs previous 13F not available

    26.64% of the 13F portfolio, value $37,889,762.

    13F-HR 0001763138-24-000006 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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