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Disclosery

Waldron Private Wealth LLC: VTI position timeline

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

Waldron Private Wealth LLC held 41,934 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,934 shares
    Change vs previous 13F +2,564 shares

    0.54% of the 13F portfolio, value $15,518,366.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 39,370 shares
    Change vs previous 13F +34 shares

    0.49% of the 13F portfolio, value $12,630,890.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 39,336 shares
    Change vs previous 13F +529 shares

    0.52% of the 13F portfolio, value $13,188,481.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 38,807 shares
    Change vs previous 13F +811 shares

    0.52% of the 13F portfolio, value $12,770,750.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 37,996 shares
    Change vs previous 13F +654 shares

    0.51% of the 13F portfolio, value $11,583,452.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 37,342 shares
    Change vs previous 13F +7,860 shares

    0.48% of the 13F portfolio, value $10,263,610.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 29,482 shares
    Change vs previous 13F +130 shares

    0.34% of the 13F portfolio, value $8,544,320.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 29,352 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $8,336,980.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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