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Disclosery

Ascent Group, LLC: VTI position timeline

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

Ascent Group, LLC held 11,498 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,498 shares
    Change vs previous 13F +275 shares

    0.13% of the 13F portfolio, value $4,254,821.

    13F-HR 0001913231-26-000003 filed by Ascent Group, 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 11,223 shares
    Change vs previous 13F +67 shares

    0.12% of the 13F portfolio, value $3,600,406.

    13F-HR 0001913231-26-000002 filed by Ascent Group, 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 11,156 shares
    Change vs previous 13F -328 shares

    0.13% of the 13F portfolio, value $3,740,576.

    13F-HR 0001913231-26-000001 filed by Ascent Group, 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 11,484 shares
    Change vs previous 13F +2,753 shares

    0.13% of the 13F portfolio, value $3,768,873.

    13F-HR 0001913231-25-000006 filed by Ascent Group, 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 8,731 shares
    Change vs previous 13F +1,709 shares

    0.1% of the 13F portfolio, value $2,653,776.

    13F-HR 0001913231-25-000003 filed by Ascent Group, 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 7,022 shares
    Change vs previous 13F +2,282 shares

    0.08% of the 13F portfolio, value $1,930,108.

    13F-HR 0001913231-25-000002 filed by Ascent Group, 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 4,740 shares
    Change vs previous 13F -1,239 shares

    0.1% of the 13F portfolio, value $1,373,826.

    13F-HR 0001221073-25-000036 filed by Ascent Group, 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 5,979 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,692,968.

    13F-HR 0001221073-24-000102 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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