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Wealthspire Advisors, LLC: VTV position timeline

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

Wealthspire Advisors, LLC held 337,510 VTV 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 337,510 shares
    Change vs previous 13F +44,635 shares

    0.4% of the 13F portfolio, value $73,553,526.

    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 292,875 shares
    Change vs previous 13F +3,880 shares

    0.45% of the 13F portfolio, value $57,462,115.

    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 288,995 shares
    Change vs previous 13F -291,515 shares

    0.44% of the 13F portfolio, value $55,195,103.

    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 580,510 shares
    Change vs previous 13F -2,556 shares

    0.57% of the 13F portfolio, value $108,262,334.

    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 583,066 shares
    Change vs previous 13F -64,556 shares

    0.58% of the 13F portfolio, value $103,054,306.

    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 647,622 shares
    Change vs previous 13F +308,365 shares

    0.67% of the 13F portfolio, value $111,870,188.

    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 339,257 shares
    Change vs previous 13F +1,069 shares

    0.57% of the 13F portfolio, value $57,436,171.

    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 338,188 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $59,037,393.

    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).