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Diversify Advisory Services, LLC: VCIT position timeline

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

Diversify Advisory Services, LLC held 264,386 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 264,386 shares
    Change vs previous 13F +135,685 shares

    0.18% of the 13F portfolio, value $21,499,816.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 132,193 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 132,193 shares

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

  2. period ended2026-03-31
    13F 128,701 shares
    Change vs previous 13F -38,255 shares

    0.17% of the 13F portfolio, value $10,637,102.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,899 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 124,802 shares

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

  3. period ended2024-09-30
    13F 166,956 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $13,675,557.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 159,125 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,831 shares

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