ANGELES WEALTH MANAGEMENT, LLC: VTV position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 263,521 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 263,521 shares
Change vs previous 13F +484 shares
1.49% of the 13F portfolio, value $57,429,040.
13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Angeles Investment Advisors, LLC: 14,573 shares
- ANGELES WEALTH MANAGEMENT, LLC: 248,948 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 263,037 shares
Change vs previous 13F -9,454 shares
1.55% of the 13F portfolio, value $51,607,983.
13F-HR 0001398344-26-008459 filed by ANGELES WEALTH MANAGEMENT, LLC
Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Angeles Investment Advisors, LLC: 14,571 shares
- ANGELES WEALTH MANAGEMENT, LLC: 248,466 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 272,491 shares
Change vs previous 13F -12,194 shares
1.57% of the 13F portfolio, value $52,043,090.
13F-HR 0001398344-26-003295 filed by ANGELES WEALTH MANAGEMENT, LLC
Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Angeles Investment Advisors, LLC: 18,360 shares
- ANGELES WEALTH MANAGEMENT, LLC: 254,131 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 284,685 shares
Change vs previous 13F -13,834 shares
1.68% of the 13F portfolio, value $53,090,933.
13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, LLC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Angeles Investment Advisors, LLC: 18,360 shares
- ANGELES WEALTH MANAGEMENT, LLC: 266,325 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 298,519 shares
Change vs previous 13F -16,390 shares
1.64% of the 13F portfolio, value $52,760,318.
13F-HR 0001398344-25-013971 filed by ANGELES WEALTH MANAGEMENT, LLC
Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Angeles Investment Advisors, LLC: 30,480 shares
- ANGELES WEALTH MANAGEMENT, LLC: 268,039 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 314,909 shares
Change vs previous 13F -41,580 shares
1.78% of the 13F portfolio, value $54,397,381.
13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Angeles Investment Advisors, LLC: 132,005 shares
- ANGELES WEALTH MANAGEMENT, LLC: 182,904 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 356,489 shares
Change vs previous 13F -197,688 shares
1.83% of the 13F portfolio, value $60,353,588.
13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Angeles Investment Advisors, LLC: 171,292 shares
- ANGELES WEALTH MANAGEMENT, LLC: 185,197 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 554,177 shares
Change vs previous 13F not available
3.1% of the 13F portfolio, value $96,742,679.
13F-HR 0001398344-24-019999 filed by Angeles Investment Advisors, LLC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Angeles Investment Advisors, LLC: 372,827 shares
- ANGELES WEALTH MANAGEMENT, LLC: 181,350 shares
Acceptance time not in the bulk data set (spec §4.2).