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Ascentis Wealth Management, LLC: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascentis Wealth Management, LLC on VCIT, newest first. How the timeline and the estimate are built.

Ascentis Wealth Management, LLC held 123 VCIT shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 123 shares
    Change vs previous 13F -16,886 shares

    <0.01% of the 13F portfolio, value $10,167.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 123 shares

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

  2. period ended2026-03-31
    13F 17,009 shares
    Change vs previous 13F +8,320 shares

    0.08% of the 13F portfolio, value $1,407,490.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 16,886 shares
    • Ascentis Wealth Management, LLC: 123 shares

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

  3. period ended2025-12-31
    13F 8,689 shares
    Change vs previous 13F +173 shares

    0.07% of the 13F portfolio, value $727,727.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,566 shares
    • Ascentis Wealth Management, LLC: 123 shares

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

  4. period ended2025-09-30
    13F 8,516 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $716,302.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,393 shares
    • Ascentis Wealth Management, LLC: 123 shares

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

  5. period ended2025-06-30
    13F 8,516 shares
    Change vs previous 13F +294 shares

    0.07% of the 13F portfolio, value $706,074.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,393 shares
    • Ascentis Wealth Management, LLC: 123 shares

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

  6. period ended2025-03-31
    13F 8,222 shares
    Change vs previous 13F -802 shares

    0.08% of the 13F portfolio, value $672,216.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,099 shares
    • Ascentis Wealth Management, LLC: 123 shares

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

  7. period ended2024-12-31
    13F 9,024 shares
    Change vs previous 13F +51 shares

    0.09% of the 13F portfolio, value $724,325.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,992 shares
    • Ascentis Wealth Management, LLC: 32 shares

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

  8. period ended2024-09-30
    13F/A 8,973 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $751,494.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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