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Disclosery

Advisor OS, LLC: VTV position timeline

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

Advisor OS, LLC held 7,932 VTV 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 7,932 shares
    Change vs previous 13F +1,441 shares

    0.12% of the 13F portfolio, value $1,728,443.

    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 6,491 shares
    Change vs previous 13F +356 shares

    0.09% of the 13F portfolio, value $1,273,410.

    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 6,135 shares
    Change vs previous 13F +564 shares

    0.09% of the 13F portfolio, value $1,171,721.

    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 5,571 shares
    Change vs previous 13F +17 shares

    0.09% of the 13F portfolio, value $1,038,722.

    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 5,554 shares
    Change vs previous 13F +1,797 shares

    0.1% of the 13F portfolio, value $981,547.

    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 3,757 shares
    Change vs previous 13F +1,351 shares

    0.07% of the 13F portfolio, value $649,085.

    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 2,406 shares
    Change vs previous 13F +991 shares

    0.05% of the 13F portfolio, value $407,452.

    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 1,415 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $247,161.

    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).