ENVESTNET ASSET MANAGEMENT INC: VTES position timeline

ENVESTNET ASSET MANAGEMENT INC held 107,308 VTES shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 107,308 shares

   Change vs previous 13F +9,352 shares

   <0.01% of the 13F portfolio, value $10,871,402.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 100,525 shares
   • Envestnet Portfolio Solutions, Inc.: 6,783 shares
2. period ended2026-03-31

   13F 97,956 shares

   Change vs previous 13F +22,592 shares

   <0.01% of the 13F portfolio, value $9,907,258.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 92,338 shares
   • Envestnet Portfolio Solutions, Inc.: 5,618 shares

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

3. period ended2025-12-31

   13F 75,364 shares

   Change vs previous 13F +6,525 shares

   <0.01% of the 13F portfolio, value $7,655,082.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 70,418 shares
   • Envestnet Portfolio Solutions, Inc.: 4,946 shares

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

4. period ended2025-09-30

   13F 68,839 shares

   Change vs previous 13F -988 shares

   <0.01% of the 13F portfolio, value $7,016,428.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 63,908 shares
   • Envestnet Portfolio Solutions, Inc.: 4,931 shares

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

5. period ended2025-06-30

   13F 69,827 shares

   Change vs previous 13F +14,283 shares

   <0.01% of the 13F portfolio, value $7,047,656.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 65,350 shares
   • Envestnet Portfolio Solutions, Inc.: 4,477 shares

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

6. period ended2025-03-31

   13F 55,544 shares

   Change vs previous 13F +35,603 shares

   <0.01% of the 13F portfolio, value $5,582,697.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 51,783 shares
   • Envestnet Portfolio Solutions, Inc.: 3,761 shares

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

7. period ended2024-12-31

   13F 19,941 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $1,999,103.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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