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Disclosery

Forum Financial Management, LP: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forum Financial Management, LP on VTI, newest first. How the timeline and the estimate are built.

Forum Financial Management, LP held 23,866 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,866 shares
    Change vs previous 13F -33,751 shares

    0.11% of the 13F portfolio, value $8,831,113.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 57,617 shares
    Change vs previous 13F -440 shares

    0.26% of the 13F portfolio, value $18,483,995.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 58,057 shares
    Change vs previous 13F +36,626 shares

    0.25% of the 13F portfolio, value $19,464,626.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 21,431 shares
    Change vs previous 13F +119 shares

    0.1% of the 13F portfolio, value $7,032,966.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 21,312 shares
    Change vs previous 13F +759 shares

    0.1% of the 13F portfolio, value $6,477,369.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 20,553 shares
    Change vs previous 13F -726 shares

    0.09% of the 13F portfolio, value $5,648,923.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 21,279 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,166,733.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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