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Disclosery

Zhang Financial LLC: VT position timeline

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

Zhang Financial LLC held 739,897 VT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 739,897 shares
    Change vs previous 13F +16,024 shares

    3.39% of the 13F portfolio, value $116,126,835.

    13F-HR 0001776290-26-000005 filed by Zhang 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 723,873 shares
    Change vs previous 13F +6,895 shares

    3.46% of the 13F portfolio, value $100,126,040.

    13F-HR 0001776290-26-000004 filed by Zhang 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 716,978 shares
    Change vs previous 13F +4,358 shares

    3.77% of the 13F portfolio, value $101,136,855.

    13F-HR 0001776290-26-000002 filed by Zhang 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 712,620 shares
    Change vs previous 13F +18,086 shares

    3.99% of the 13F portfolio, value $98,199,104.

    13F-HR 0001776290-25-000006 filed by Zhang 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 694,534 shares
    Change vs previous 13F +76,595 shares

    4.12% of the 13F portfolio, value $89,261,413.

    13F-HR 0001776290-25-000005 filed by Zhang 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 617,939 shares
    Change vs previous 13F +24,767 shares

    3.79% of the 13F portfolio, value $71,650,134.

    13F-HR 0001776290-25-000002 filed by Zhang 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 593,172 shares
    Change vs previous 13F +49,147 shares

    3.99% of the 13F portfolio, value $69,685,777.

    13F-HR 0001776290-25-000001 filed by Zhang 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 544,025 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $65,119,769.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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