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Disclosery

CWM, LLC: VTI position timeline

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

CWM, LLC held 206,746 VTI shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 206,746 shares
    Change vs previous 13F +3,835 shares

    0.17% of the 13F portfolio, value $66,326,244.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 202,911 shares
    Change vs previous 13F -13,032 shares

    0.18% of the 13F portfolio, value $68,030,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 215,943 shares
    Change vs previous 13F +70,544 shares

    0.21% of the 13F portfolio, value $70,866,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 145,399 shares
    Change vs previous 13F +1,566 shares

    0.16% of the 13F portfolio, value $44,191,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 143,833 shares
    Change vs previous 13F +11 shares

    0.16% of the 13F portfolio, value $39,531,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 143,822 shares
    Change vs previous 13F +708 shares

    0.17% of the 13F portfolio, value $41,681,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 143,114 shares
    Change vs previous 13F -11,376 shares

    0.17% of the 13F portfolio, value $40,524,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 154,490 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $41,328,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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