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Disclosery

Wealthsimple Inc.: VTI position timeline

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

Wealthsimple Inc. held 5,210,402 VTI shares at 2022-09-30 per its 13F-HR filed 2022-11-08.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 5,210,402 shares
    Change vs previous 13F -32,172 shares

    34.8% of the 13F portfolio, value $935,111,000.

    13F-HR 0001214659-22-013289 filed by Wealthsimple Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 5,242,574 shares
    Change vs previous 13F +364,616 shares

    34.58% of the 13F portfolio, value $988,854,000.

    13F-HR 0001214659-22-013287 filed by Wealthsimple Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 4,877,958 shares
    Change vs previous 13F +677,502 shares

    34.83% of the 13F portfolio, value $1,110,565,000.

    13F-HR 0001214659-22-006841 filed by Wealthsimple Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 4,200,456 shares
    Change vs previous 13F not available

    34.38% of the 13F portfolio, value $1,014,158,000.

    13F-HR 0000905718-22-000455 filed by Wealthsimple Inc.
    Filed (acceptance time not in the bulk data set), ingested

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