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Diversify Advisory Services, LLC: VTI position timeline

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

Diversify Advisory Services, LLC held 128,308 VTI 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 128,308 shares
    Change vs previous 13F +72,387 shares

    0.39% of the 13F portfolio, value $46,855,862.

    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: 64,154 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 64,154 shares

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

  2. period ended2026-03-31
    13F 55,921 shares
    Change vs previous 13F -521 shares

    0.35% of the 13F portfolio, value $19,584,013.

    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: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 55,921 shares

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

  3. period ended2025-12-31
    13F 56,442 shares
    Change vs previous 13F +17,291 shares

    0.36% of the 13F portfolio, value $19,304,899.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 35,656 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,786 shares

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

  4. period ended2025-09-30
    13F 39,151 shares
    Change vs previous 13F +8,027 shares

    0.28% of the 13F portfolio, value $13,146,828.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 34,293 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,858 shares

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

  5. period ended2025-06-30
    13F 31,124 shares
    Change vs previous 13F -7,826 shares

    0.23% of the 13F portfolio, value $9,839,412.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 25,811 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,313 shares

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

  6. period ended2025-03-31
    13F 38,950 shares
    Change vs previous 13F +3,334 shares

    0.36% of the 13F portfolio, value $10,620,186.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 32,238 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,712 shares

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

  7. period ended2024-12-31
    13F 35,616 shares
    Change vs previous 13F +1,850 shares

    0.33% of the 13F portfolio, value $10,232,493.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 28,382 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,234 shares

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

  8. period ended2024-09-30
    13F 33,766 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $9,696,307.

    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: 27,485 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,281 shares

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