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Disclosery

Advisor OS, LLC: VTI position timeline

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

Advisor OS, LLC held 54,673 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,673 shares
    Change vs previous 13F +213 shares

    1.35% of the 13F portfolio, value $20,231,387.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 54,460 shares
    Change vs previous 13F +292 shares

    1.26% of the 13F portfolio, value $17,471,351.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 54,168 shares
    Change vs previous 13F -1,972 shares

    1.46% of the 13F portfolio, value $18,161,026.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 56,140 shares
    Change vs previous 13F +833 shares

    1.59% of the 13F portfolio, value $18,423,372.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 55,307 shares
    Change vs previous 13F -1,718 shares

    1.65% of the 13F portfolio, value $16,809,663.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 57,025 shares
    Change vs previous 13F +1,611 shares

    1.78% of the 13F portfolio, value $15,673,051.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 55,414 shares
    Change vs previous 13F -11 shares

    1.86% of the 13F portfolio, value $16,059,652.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 55,425 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $15,694,232.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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