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Focus Partners Wealth: VTV position timeline

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

Focus Partners Wealth held 4,392,570 VTV 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 4,392,570 shares
    Change vs previous 13F +17,434 shares

    0.87% of the 13F portfolio, value $957,273,175.

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

    • Focus Partners Wealth: 4,261,836 shares
    • Focus Partners Advisor Solutions, LLC: 130,734 shares

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

  2. period ended2026-03-31
    13F 4,375,136 shares
    Change vs previous 13F -39,034 shares

    0.86% of the 13F portfolio, value $858,399,265.

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

    • Focus Partners Wealth: 4,283,154 shares
    • Focus Partners Advisor Solutions, LLC: 91,982 shares

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

  3. period ended2025-12-31
    13F 4,414,170 shares
    Change vs previous 13F +1,089,793 shares

    0.88% of the 13F portfolio, value $843,009,698.

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

    • Focus Partners Wealth: 4,312,622 shares
    • Focus Partners Advisor Solutions, LLC: 101,548 shares

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

  4. period ended2025-09-30
    13F 3,324,377 shares
    Change vs previous 13F +2,567,678 shares

    0.88% of the 13F portfolio, value $620,129,705.

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

    • Focus Partners Wealth: 3,210,807 shares
    • Focus Partners Advisor Solutions, LLC: 113,570 shares

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

  5. period ended2025-06-30
    13F 756,699 shares
    Change vs previous 13F -7,813 shares

    0.25% of the 13F portfolio, value $133,866,567.

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

    • Focus Partners Wealth: 659,963 shares
    • Focus Partners Advisor Solutions, LLC: 96,736 shares

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

  6. period ended2025-03-31
    13F/A 764,512 shares
    Change vs previous 13F +25,452 shares

    0.28% of the 13F portfolio, value $132,062,257.

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

    • Focus Partners Wealth: 663,728 shares
    • Focus Partners Advisor Solutions, LLC: 100,784 shares

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

  7. period ended2024-12-31
    13F/A 739,060 shares
    Change vs previous 13F +132,074 shares

    0.28% of the 13F portfolio, value $125,123,101.

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

    • Focus Partners Wealth: 655,673 shares
    • Focus Partners Advisor Solutions, LLC: 83,387 shares

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

  8. period ended2024-09-30
    13F 606,986 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $105,961,994.

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

    • Focus Partners Wealth: 515,991 shares
    • Focus Partners Advisor Solutions, LLC: 90,995 shares

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