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Disclosery

XML Financial, LLC: VTV position timeline

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

XML Financial, LLC held 14,645 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,645 shares
    Change vs previous 13F +14 shares

    0.23% of the 13F portfolio, value $3,191,531.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 14,631 shares
    Change vs previous 13F -323 shares

    0.23% of the 13F portfolio, value $2,870,516.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 14,954 shares
    Change vs previous 13F -7,338 shares

    0.23% of the 13F portfolio, value $2,856,057.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 22,292 shares
    Change vs previous 13F +209 shares

    0.34% of the 13F portfolio, value $4,157,143.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 22,083 shares
    Change vs previous 13F +610 shares

    0.34% of the 13F portfolio, value $3,902,912.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 21,473 shares
    Change vs previous 13F +220 shares

    0.35% of the 13F portfolio, value $3,709,210.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 21,253 shares
    Change vs previous 13F +778 shares

    0.33% of the 13F portfolio, value $3,598,184.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 20,475 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,574,306.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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