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Disclosery

Zhang Financial LLC: VTV position timeline

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

Zhang Financial LLC held 66,394 VTV 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 66,394 shares
    Change vs previous 13F +646 shares

    0.42% of the 13F portfolio, value $14,469,128.

    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 65,748 shares
    Change vs previous 13F +966 shares

    0.45% of the 13F portfolio, value $12,899,739.

    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 64,782 shares
    Change vs previous 13F -463 shares

    0.46% of the 13F portfolio, value $12,372,715.

    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 65,245 shares
    Change vs previous 13F +1,180 shares

    0.49% of the 13F portfolio, value $12,167,603.

    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 64,065 shares
    Change vs previous 13F +4,381 shares

    0.52% of the 13F portfolio, value $11,322,859.

    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 59,684 shares
    Change vs previous 13F +1,950 shares

    0.55% of the 13F portfolio, value $10,309,833.

    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 57,734 shares
    Change vs previous 13F -51 shares

    0.56% of the 13F portfolio, value $9,774,428.

    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 57,785 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $10,087,569.

    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).