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Winthrop Advisory Group LLC: VTI position timeline

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

Winthrop Advisory Group LLC held 194,227 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,227 shares
    Change vs previous 13F +4,178 shares

    4.84% of the 13F portfolio, value $71,871,909.

    13F-HR 0001739043-26-000006 filed by Winthrop Advisory Group 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 190,049 shares
    Change vs previous 13F +2,290 shares

    4.98% of the 13F portfolio, value $60,969,688.

    13F-HR 0001739043-26-000004 filed by Winthrop Advisory Group 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/A 187,759 shares
    Change vs previous 13F -3,690 shares

    5.33% of the 13F portfolio, value $62,949,962.

    13F-HR/A 0001739043-26-000003 filed by Winthrop Advisory Group 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 191,449 shares
    Change vs previous 13F -769 shares

    5.51% of the 13F portfolio, value $63,001,714.

    13F-HR 0001739043-25-000007 filed by Winthrop Advisory Group 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 192,218 shares
    Change vs previous 13F +23,694 shares

    5.65% of the 13F portfolio, value $58,596,335.

    13F-HR 0001739043-25-000004 filed by Winthrop Advisory Group 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 168,524 shares
    Change vs previous 13F -3,217 shares

    5.57% of the 13F portfolio, value $46,317,128.

    13F-HR 0001739043-25-000003 filed by Winthrop Advisory Group 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 171,741 shares
    Change vs previous 13F -368 shares

    5.97% of the 13F portfolio, value $49,772,149.

    13F-HR 0001739043-25-000002 filed by Winthrop Advisory Group 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 172,109 shares
    Change vs previous 13F not available

    6.04% of the 13F portfolio, value $48,884,347.

    13F-HR 0001739043-24-000009 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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