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Disclosery

WFA of San Diego, LLC: VTI position timeline

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

WFA of San Diego, LLC held 29,279 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,279 shares
    Change vs previous 13F -3,667 shares

    9.21% of the 13F portfolio, value $11,251,972.

    13F-HR 0001821407-26-000004 filed by WFA of San Diego, 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 32,946 shares
    Change vs previous 13F -694 shares

    8.48% of the 13F portfolio, value $10,569,450.

    13F-HR 0001821407-26-000003 filed by WFA of San Diego, 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 33,640 shares
    Change vs previous 13F -1,028 shares

    8.25% of the 13F portfolio, value $11,278,470.

    13F-HR 0001821407-26-000002 filed by WFA of San Diego, 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 34,668 shares
    Change vs previous 13F -1,540 shares

    7.77% of the 13F portfolio, value $11,376,883.

    13F-HR 0001821407-26-000001 filed by WFA of San Diego, 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 36,208 shares
    Change vs previous 13F +7,513 shares

    8.1% of the 13F portfolio, value $11,004,844.

    13F-HR 0001986042-25-000017 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 28,695 shares
    Change vs previous 13F not available

    6.85% of the 13F portfolio, value $8,125,258.

    13F-HR 0001986042-24-000020 filed by WFA of San Diego, LLC
    Filed (acceptance time not in the bulk data set), ingested

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