Skip to content
Disclosery

Zhang Financial LLC: VTI position timeline

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

Zhang Financial LLC held 550,162 VTI 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 550,162 shares
    Change vs previous 13F -13,258 shares

    5.94% of the 13F portfolio, value $203,581,967.

    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 563,420 shares
    Change vs previous 13F +15,532 shares

    6.25% of the 13F portfolio, value $180,750,841.

    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 547,888 shares
    Change vs previous 13F -2,070 shares

    6.85% of the 13F portfolio, value $183,690,375.

    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 549,958 shares
    Change vs previous 13F +3,942 shares

    7.33% of the 13F portfolio, value $180,479,571.

    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 546,016 shares
    Change vs previous 13F +57,631 shares

    7.66% of the 13F portfolio, value $165,950,626.

    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 488,385 shares
    Change vs previous 13F +19,500 shares

    7.1% of the 13F portfolio, value $134,227,630.

    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 468,885 shares
    Change vs previous 13F -5,375 shares

    7.78% of the 13F portfolio, value $135,887,379.

    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 474,260 shares
    Change vs previous 13F not available

    8.48% of the 13F portfolio, value $134,291,564.

    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).