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Focus Partners Wealth: VTI position timeline

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

Focus Partners Wealth held 3,325,831 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,325,831 shares
    Change vs previous 13F -16,423 shares

    1.12% of the 13F portfolio, value $1,230,689,544.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,708,987 shares
    • Focus Partners Advisor Solutions, LLC: 616,844 shares

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

  2. period ended2026-03-31
    13F 3,342,254 shares
    Change vs previous 13F +291,090 shares

    1.08% of the 13F portfolio, value $1,072,699,272.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,745,961 shares
    • Focus Partners Advisor Solutions, LLC: 596,293 shares

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

  3. period ended2025-12-31
    13F 3,051,164 shares
    Change vs previous 13F +629,819 shares

    1.07% of the 13F portfolio, value $1,022,945,909.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,549,585 shares
    • Focus Partners Advisor Solutions, LLC: 501,579 shares

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

  4. period ended2025-09-30
    13F 2,421,345 shares
    Change vs previous 13F +374,421 shares

    1.13% of the 13F portfolio, value $800,347,801.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,764,329 shares
    • Focus Partners Advisor Solutions, LLC: 657,016 shares

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

  5. period ended2025-06-30
    13F 2,046,924 shares
    Change vs previous 13F +497,721 shares

    1.16% of the 13F portfolio, value $622,133,929.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,446,595 shares
    • Focus Partners Advisor Solutions, LLC: 600,329 shares

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

  6. period ended2025-03-31
    13F/A 1,549,203 shares
    Change vs previous 13F -175,271 shares

    0.92% of the 13F portfolio, value $425,783,483.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,122,829 shares
    • Focus Partners Advisor Solutions, LLC: 426,374 shares

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

  7. period ended2024-12-31
    13F/A 1,724,474 shares
    Change vs previous 13F +89,827 shares

    1.13% of the 13F portfolio, value $499,771,106.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,402,684 shares
    • Focus Partners Advisor Solutions, LLC: 321,790 shares

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

  8. period ended2024-09-30
    13F 1,634,647 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $462,870,194.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,342,575 shares
    • Focus Partners Advisor Solutions, LLC: 292,072 shares

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