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West Financial Advisors, LLC: VCIT position timeline

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

West Financial Advisors, LLC held 273,712 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 273,712 shares
    Change vs previous 13F +15,715 shares

    3.44% of the 13F portfolio, value $22,622,275.

    13F-HR 0001843684-26-000003 filed by West 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 257,997 shares
    Change vs previous 13F +2,702 shares

    3.62% of the 13F portfolio, value $21,349,286.

    13F-HR 0001843684-26-000002 filed by West 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 255,295 shares
    Change vs previous 13F +57,500 shares

    3.61% of the 13F portfolio, value $21,380,991.

    13F-HR 0001843684-26-000001 filed by West 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 197,795 shares
    Change vs previous 13F +3,777 shares

    2.75% of the 13F portfolio, value $16,636,572.

    13F-HR 0001843684-25-000007 filed by West 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 194,018 shares
    Change vs previous 13F -1,680 shares

    2.8% of the 13F portfolio, value $16,088,007.

    13F-HR 0001843684-25-000005 filed by West 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 195,698 shares
    Change vs previous 13F +5,392 shares

    3.04% of the 13F portfolio, value $16,000,269.

    13F-HR 0001843684-25-000003 filed by West 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 190,306 shares
    Change vs previous 13F +2,104 shares

    2.95% of the 13F portfolio, value $15,275,863.

    13F-HR 0001843684-25-000001 filed by West 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 188,202 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $15,761,918.

    13F-HR 0001843684-24-000005 filed by West Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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