Wagner Wealth Management, LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wagner Wealth Management, LLC on VTI, newest first. How the timeline and the estimate are built.
Wagner Wealth Management, LLC held 156 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 156 sharesChange vs previous 13F -245 shares
0.01% of the 13F portfolio, value $57,672.
13F-HR 0001398344-26-012623 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 401 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $128,778.
13F-HR 0001398344-26-007056 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 401 sharesChange vs previous 13F +241 shares
0.03% of the 13F portfolio, value $134,420.
13F-HR 0001398344-26-001683 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 160 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $52,530.
13F-HR 0001398344-25-019410 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 160 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $48,510.
13F-HR 0001398344-25-013237 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 160 sharesChange vs previous 13F +7 shares
0.01% of the 13F portfolio, value $43,867.
13F-HR 0001398344-25-007278 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 153 sharesChange vs previous 13F +153 shares
0.01% of the 13F portfolio, value $44,356.
13F-HR 0001398344-25-001312 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001398344-24-018774 filed by Wagner Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.