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Wealthspire Advisors, LLC: VTI position timeline

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

Wealthspire Advisors, LLC held 1,299,198 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,299,198 shares
    Change vs previous 13F +336,188 shares

    2.65% of the 13F portfolio, value $480,755,158.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 963,010 shares
    Change vs previous 13F -24,611 shares

    2.43% of the 13F portfolio, value $308,943,124.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 987,621 shares
    Change vs previous 13F -1,021,823 shares

    2.64% of the 13F portfolio, value $331,119,780.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 2,009,444 shares
    Change vs previous 13F +37,140 shares

    3.45% of the 13F portfolio, value $659,439,232.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 1,972,304 shares
    Change vs previous 13F -294,620 shares

    3.37% of the 13F portfolio, value $599,442,060.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 2,266,924 shares
    Change vs previous 13F +1,120,527 shares

    3.72% of the 13F portfolio, value $623,041,280.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, 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 1,146,397 shares
    Change vs previous 13F +39,041 shares

    3.3% of the 13F portfolio, value $332,237,289.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, 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 1,107,356 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $313,559,000.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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