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Disclosery

WBH ADVISORY INC: VTI position timeline

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

WBH ADVISORY INC held 210,936 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,936 shares
    Change vs previous 13F -3,170 shares

    5.24% of the 13F portfolio, value $78,054,941.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY 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 214,106 shares
    Change vs previous 13F -569 shares

    5.18% of the 13F portfolio, value $69,207,494.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY 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 214,675 shares
    Change vs previous 13F +3,649 shares

    5.33% of the 13F portfolio, value $71,974,143.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY 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 211,026 shares
    Change vs previous 13F +12,181 shares

    5.29% of the 13F portfolio, value $69,252,345.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY 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 198,845 shares
    Change vs previous 13F +4,453 shares

    5.15% of the 13F portfolio, value $60,435,076.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY 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 194,392 shares
    Change vs previous 13F +14,739 shares

    4.98% of the 13F portfolio, value $53,426,751.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY 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 179,653 shares
    Change vs previous 13F +12,719 shares

    4.83% of the 13F portfolio, value $52,065,097.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY 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 166,934 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $47,269,072.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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