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Disclosery

White Wing Wealth Management: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White Wing Wealth Management on VTI, newest first. How the timeline and the estimate are built.

White Wing Wealth Management held 135,161 VTI 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 135,161 shares
    Change vs previous 13F +1,114 shares

    26.09% of the 13F portfolio, value $50,014,844.

    13F-HR 0002001473-26-000004 filed by White Wing Wealth Management
    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 134,047 shares
    Change vs previous 13F +1,871 shares

    25.81% of the 13F portfolio, value $43,003,705.

    13F-HR 0002001473-26-000003 filed by White Wing Wealth Management
    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 132,176 shares
    Change vs previous 13F -11,745 shares

    26.45% of the 13F portfolio, value $44,314,498.

    13F-HR 0002001473-26-000001 filed by White Wing Wealth Management
    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 143,921 shares
    Change vs previous 13F -8,680 shares

    29.43% of the 13F portfolio, value $47,394,787.

    13F-HR 0002001473-25-000005 filed by White Wing Wealth Management
    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 152,601 shares
    Change vs previous 13F +1,330 shares

    31.43% of the 13F portfolio, value $46,380,174.

    13F-HR 0002001473-25-000003 filed by White Wing Wealth Management
    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 151,271 shares
    Change vs previous 13F +2,502 shares

    30.49% of the 13F portfolio, value $39,141,500.

    13F-HR 0002031941-25-000001 filed by White Wing Wealth Management
    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 148,769 shares
    Change vs previous 13F +4,024 shares

    32.05% of the 13F portfolio, value $43,114,873.

    13F-HR 0002001473-25-000001 filed by White Wing Wealth Management
    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 144,745 shares
    Change vs previous 13F not available

    31.57% of the 13F portfolio, value $40,985,925.

    13F-HR 0002001473-24-000004 filed by White Wing Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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