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WealthTrak Capital Management LLC: VTV position timeline

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

WealthTrak Capital Management LLC held 9,353 VTV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,353 shares
    Change vs previous 13F -422 shares

    1.34% of the 13F portfolio, value $2,038,323.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital Management 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 9,775 shares
    Change vs previous 13F -2,478 shares

    1.37% of the 13F portfolio, value $1,917,854.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital Management 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 12,253 shares
    Change vs previous 13F +945 shares

    1.68% of the 13F portfolio, value $2,340,175.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital Management 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 11,308 shares
    Change vs previous 13F -1,402 shares

    1.74% of the 13F portfolio, value $2,108,761.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital Management 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 12,710 shares
    Change vs previous 13F -80 shares

    1.88% of the 13F portfolio, value $2,246,280.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital Management 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 12,790 shares
    Change vs previous 13F -472 shares

    1.9% of the 13F portfolio, value $2,209,261.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital Management 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 13,262 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $2,245,322.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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