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ANGELES WEALTH MANAGEMENT, LLC: VTI position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 52,400 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,400 shares
    Change vs previous 13F +295 shares

    0.89% of the 13F portfolio, value $19,390,000.

    13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, 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 52,105 shares
    Change vs previous 13F -4,201 shares

    0.91% of the 13F portfolio, value $16,715,928.

    13F-HR 0001398344-26-008459 filed by ANGELES WEALTH MANAGEMENT, 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 56,306 shares
    Change vs previous 13F +1,712 shares

    1.04% of the 13F portfolio, value $18,877,731.

    13F-HR 0001398344-26-003295 filed by ANGELES WEALTH MANAGEMENT, 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 54,594 shares
    Change vs previous 13F -41 shares

    1.1% of the 13F portfolio, value $17,916,210.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, 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 54,635 shares
    Change vs previous 13F +10,124 shares

    1.14% of the 13F portfolio, value $16,605,303.

    13F-HR 0001398344-25-013971 filed by ANGELES WEALTH MANAGEMENT, 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 44,511 shares
    Change vs previous 13F -1,058 shares

    1.02% of the 13F portfolio, value $12,233,314.

    13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 44,511 shares

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

  7. period ended2024-12-31
    13F 45,569 shares
    Change vs previous 13F +201 shares

    0.4% of the 13F portfolio, value $13,206,258.

    13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 980 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 44,589 shares

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

  8. period ended2024-09-30
    13F 45,368 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $12,846,341.

    13F-HR 0001398344-24-019597 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 890 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 44,478 shares

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