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Woodward Financial Advisors, Inc.: VTV position timeline

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

Woodward Financial Advisors, Inc. held 57,923 VTV 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 57,923 shares
    Change vs previous 13F -1,144 shares

    4.22% of the 13F portfolio, value $12,623,057.

    13F-HR 0001951757-26-001261 filed by Woodward Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  2. period ended2026-03-31
    13F 59,067 shares
    Change vs previous 13F -381 shares

    4.39% of the 13F portfolio, value $11,401,752.

    13F-HR 0001951757-26-001642 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  3. period ended2025-12-31
    13F 59,448 shares
    Change vs previous 13F -1,360 shares

    4.25% of the 13F portfolio, value $11,354,022.

    13F-HR 0001951757-26-001641 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  4. period ended2025-09-30
    13F 60,808 shares
    Change vs previous 13F -627 shares

    4.32% of the 13F portfolio, value $11,340,057.

    13F-HR 0001951757-26-001632 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  5. period ended2025-06-30
    13F 61,435 shares
    Change vs previous 13F +12,417 shares

    4.47% of the 13F portfolio, value $10,857,953.

    13F-HR 0001951757-26-001643 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  6. period ended2025-03-31
    13F 49,018 shares
    Change vs previous 13F -1,241 shares

    4.01% of the 13F portfolio, value $8,467,302.

    13F-HR 0001951757-26-001633 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  7. period ended2024-12-31
    13F 50,259 shares
    Change vs previous 13F -2,833 shares

    4.21% of the 13F portfolio, value $8,508,776.

    13F-HR 0001951757-26-001634 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  8. period ended2024-09-30
    13F 53,092 shares
    Change vs previous 13F not available

    4.65% of the 13F portfolio, value $9,268,345.

    13F-HR 0001951757-26-001635 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested