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Wellspring Financial Advisors, LLC: VTI position timeline

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

Wellspring Financial Advisors, LLC held 6,157,836 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,157,836 shares
    Change vs previous 13F -4,143 shares

    4.11% of the 13F portfolio, value $62,235,810.

    13F-HR 0001104659-26-084987 filed by Wellspring 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 6,161,979 shares
    Change vs previous 13F -10,075 shares

    4.22% of the 13F portfolio, value $56,083,909.

    13F-HR 0001104659-26-062007 filed by Wellspring 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 6,172,054 shares
    Change vs previous 13F -1,290 shares

    4.89% of the 13F portfolio, value $61,736,221.

    13F-HR 0001104659-26-013314 filed by Wellspring 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 6,173,344 shares
    Change vs previous 13F -7,260 shares

    5.61% of the 13F portfolio, value $60,962,561.

    13F-HR 0001104659-25-111176 filed by Wellspring 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 6,180,604 shares
    Change vs previous 13F +2,640 shares

    5.95% of the 13F portfolio, value $59,109,744.

    13F-HR 0001104659-25-077409 filed by Wellspring 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 6,177,964 shares
    Change vs previous 13F -9,612 shares

    5.94% of the 13F portfolio, value $53,301,364.

    13F-HR 0001104659-25-049166 filed by Wellspring 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 6,187,576 shares
    Change vs previous 13F +3,052 shares

    6.14% of the 13F portfolio, value $58,663,146.

    13F-HR 0001104659-25-012607 filed by Wellspring 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 6,184,524 shares
    Change vs previous 13F not available

    6.77% of the 13F portfolio, value $56,590,652.

    13F-HR 0001104659-24-117416 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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