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WEBSTERROGERS FINANCIAL ADVISORS, LLC: VTI position timeline

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

WEBSTERROGERS FINANCIAL ADVISORS, LLC held 2,878 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,878 shares
    Change vs previous 13F +38 shares

    0.27% of the 13F portfolio, value $1,065,130.

    13F-HR 0001725547-26-000228 filed by WEBSTERROGERS FINANCIAL 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 2,840 shares
    Change vs previous 13F +3 shares

    0.26% of the 13F portfolio, value $911,362.

    13F-HR 0001725547-26-000130 filed by WEBSTERROGERS FINANCIAL 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 2,837 shares
    Change vs previous 13F +913 shares

    0.28% of the 13F portfolio, value $951,183.

    13F-HR 0001725547-26-000006 filed by WEBSTERROGERS FINANCIAL 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 1,924 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $631,646.

    13F-HR 0001725547-25-004100 filed by WEBSTERROGERS FINANCIAL 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 1,924 shares
    Change vs previous 13F -6 shares

    0.19% of the 13F portfolio, value $584,805.

    13F-HR 0001725547-25-003392 filed by WEBSTERROGERS FINANCIAL 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 1,930 shares
    Change vs previous 13F +860 shares

    0.18% of the 13F portfolio, value $530,480.

    13F-HR 0001725547-25-001321 filed by WEBSTERROGERS FINANCIAL 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 1,070 shares
    Change vs previous 13F +3 shares

    0.11% of the 13F portfolio, value $310,385.

    13F-HR 0001725547-25-000085 filed by WEBSTERROGERS FINANCIAL 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 1,067 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $302,291.

    13F-HR 0001725547-24-005911 filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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