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Chevy Chase Trust Holdings, LLC: VTRS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on VTRS, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 562,735 VTRS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 562,735 shares
    Change vs previous 13F -4,677 shares

    0.02% of the 13F portfolio, value $8,936,231.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 567,412 shares
    Change vs previous 13F -16,550 shares

    0.02% of the 13F portfolio, value $7,665,736.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 583,962 shares
    Change vs previous 13F -11,296 shares

    0.02% of the 13F portfolio, value $7,270,327.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 595,258 shares
    Change vs previous 13F -24,886 shares

    0.02% of the 13F portfolio, value $5,893,054.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 620,144 shares
    Change vs previous 13F -6,021 shares

    0.02% of the 13F portfolio, value $5,537,886.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 626,165 shares
    Change vs previous 13F -452 shares

    0.02% of the 13F portfolio, value $5,453,897.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 626,617 shares
    Change vs previous 13F -13,813 shares

    0.02% of the 13F portfolio, value $7,801,382.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 640,430 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,435,391.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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