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Disclosery

Winch Advisory Services, LLC: VTI position timeline

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

Winch Advisory Services, LLC held 8,242 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,242 shares
    Change vs previous 13F +518 shares

    0.63% of the 13F portfolio, value $3,050,026.

    13F-HR 0001580642-26-004940 filed by Winch Advisory Services, 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 7,724 shares
    Change vs previous 13F +279 shares

    0.57% of the 13F portfolio, value $2,477,929.

    13F-HR 0001580642-26-002800 filed by Winch Advisory Services, 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 7,445 shares
    Change vs previous 13F -2,930 shares

    0.55% of the 13F portfolio, value $2,496,077.

    13F-HR 0001580642-26-000668 filed by Winch Advisory Services, 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 10,375 shares
    Change vs previous 13F -51 shares

    0.77% of the 13F portfolio, value $3,404,798.

    13F-HR 0001580642-25-007235 filed by Winch Advisory Services, 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 10,426 shares
    Change vs previous 13F +25 shares

    0.77% of the 13F portfolio, value $3,168,861.

    13F-HR 0001580642-25-004964 filed by Winch Advisory Services, 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 10,401 shares
    Change vs previous 13F +423 shares

    0.76% of the 13F portfolio, value $2,858,738.

    13F-HR 0001580642-25-002850 filed by Winch Advisory Services, 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 9,978 shares
    Change vs previous 13F -1,624 shares

    0.75% of the 13F portfolio, value $2,891,626.

    13F-HR 0001580642-25-000300 filed by Winch Advisory Services, 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 11,602 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $3,285,308.

    13F-HR 0001580642-24-006241 filed by Winch Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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