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Ascentis Wealth Management, LLC: VTI position timeline

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

Ascentis Wealth Management, LLC held 2,745 VTI 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 2,745 shares
    Change vs previous 13F -14,198 shares

    0.14% of the 13F portfolio, value $1,015,758.

    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: 220 shares
    • Ascentis Wealth Management, LLC: 2,525 shares

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

  2. period ended2026-03-31
    13F 16,943 shares
    Change vs previous 13F +11,526 shares

    0.3% of the 13F portfolio, value $5,435,824.

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

    • Ascentis Independent Advisors: 14,418 shares
    • Ascentis Wealth Management, LLC: 2,525 shares

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

  3. period ended2025-12-31
    13F 5,417 shares
    Change vs previous 13F -303 shares

    0.17% of the 13F portfolio, value $1,816,238.

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

    • Ascentis Independent Advisors: 2,865 shares
    • Ascentis Wealth Management, LLC: 2,552 shares

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

  4. period ended2025-09-30
    13F 5,720 shares
    Change vs previous 13F +548 shares

    0.18% of the 13F portfolio, value $1,877,207.

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

    • Ascentis Independent Advisors: 3,168 shares
    • Ascentis Wealth Management, LLC: 2,552 shares

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

  5. period ended2025-06-30
    13F 5,172 shares
    Change vs previous 13F +1,347 shares

    0.16% of the 13F portfolio, value $1,571,982.

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

    • Ascentis Independent Advisors: 2,620 shares
    • Ascentis Wealth Management, LLC: 2,552 shares

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

  6. period ended2025-03-31
    13F 3,825 shares
    Change vs previous 13F +296 shares

    0.13% of the 13F portfolio, value $1,052,701.

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

    • Ascentis Independent Advisors: 2,334 shares
    • Ascentis Wealth Management, LLC: 1,491 shares

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

  7. period ended2024-12-31
    13F 3,529 shares
    Change vs previous 13F +1,645 shares

    0.12% of the 13F portfolio, value $1,022,779.

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

    • Ascentis Independent Advisors: 2,038 shares
    • Ascentis Wealth Management, LLC: 1,491 shares

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

  8. period ended2024-09-30
    13F/A 1,884 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $533,466.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 456 shares
    • Ascentis Wealth Management, LLC: 1,428 shares

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