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Wealth Architects, LLC: VTV position timeline

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

Wealth Architects, LLC held 144,223 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,223 shares
    Change vs previous 13F -2,101 shares

    2.48% of the 13F portfolio, value $31,430,671.

    13F-HR 0001611518-26-000008 filed by Wealth Architects, 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 146,324 shares
    Change vs previous 13F -3,359 shares

    2.56% of the 13F portfolio, value $28,708,705.

    13F-HR 0001611518-26-000006 filed by Wealth Architects, 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 149,683 shares
    Change vs previous 13F -2,611 shares

    2.58% of the 13F portfolio, value $28,587,995.

    13F-HR 0001611518-26-000003 filed by Wealth Architects, 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 152,294 shares
    Change vs previous 13F -798 shares

    2.68% of the 13F portfolio, value $28,401,323.

    13F-HR 0001611518-25-000013 filed by Wealth Architects, 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 153,092 shares
    Change vs previous 13F +8,205 shares

    2.75% of the 13F portfolio, value $27,057,556.

    13F-HR 0001611518-25-000008 filed by Wealth Architects, 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/A 144,887 shares
    Change vs previous 13F -6,091 shares

    2.76% of the 13F portfolio, value $25,027,725.

    13F-HR/A 0001611518-25-000003 filed by Wealth Architects, 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 150,978 shares
    Change vs previous 13F -5,276 shares

    2.89% of the 13F portfolio, value $25,560,503.

    13F-HR 0001581794-25-000006 filed by Wealth Architects, 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 156,254 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $27,277,344.

    13F-HR 0001611518-24-000011 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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