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Vestmark Advisory Solutions, Inc.: VTI position timeline

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

Vestmark Advisory Solutions, Inc. held 806,052 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 806,052 shares
    Change vs previous 13F -737 shares

    2.8% of the 13F portfolio, value $298,271,600.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, 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 806,789 shares
    Change vs previous 13F +91,656 shares

    2.87% of the 13F portfolio, value $258,826,333.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, 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 715,133 shares
    Change vs previous 13F +41,619 shares

    3.24% of the 13F portfolio, value $239,762,618.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, 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 673,514 shares
    Change vs previous 13F -600,252 shares

    4.21% of the 13F portfolio, value $221,026,960.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, 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 1,273,766 shares
    Change vs previous 13F +687,281 shares

    5.59% of the 13F portfolio, value $387,135,749.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, 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 586,485 shares
    Change vs previous 13F +54,975 shares

    4.15% of the 13F portfolio, value $161,189,538.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, 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 531,510 shares
    Change vs previous 13F +46,118 shares

    5.3% of the 13F portfolio, value $154,036,913.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, 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 485,392 shares
    Change vs previous 13F not available

    5.12% of the 13F portfolio, value $137,443,599.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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