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Morningstar Investment Management LLC: VTI position timeline

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

Morningstar Investment Management LLC held 165,190 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,190 shares
    Change vs previous 13F 0 shares

    3.27% of the 13F portfolio, value $52,994,604.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    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 165,190 shares
    Change vs previous 13F -48,129 shares

    3.28% of the 13F portfolio, value $52,994,604.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    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 213,319 shares
    Change vs previous 13F -6,014 shares

    4.22% of the 13F portfolio, value $71,519,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    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 219,333 shares
    Change vs previous 13F -14,493 shares

    2.65% of the 13F portfolio, value $71,979,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    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 233,826 shares
    Change vs previous 13F -271,756 shares

    6.24% of the 13F portfolio, value $71,067,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    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 505,582 shares
    Change vs previous 13F -230,925 shares

    8.08% of the 13F portfolio, value $138,954,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 281,306 shares
    • Morningstar Investment Management LLC: 224,276 shares

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

  7. period ended2024-12-31
    13F 736,507 shares
    Change vs previous 13F -2,723,358 shares

    9.01% of the 13F portfolio, value $213,447,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 492,139 shares
    • Morningstar Investment Management LLC: 244,368 shares

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

  8. period ended2024-09-30
    13F 3,459,865 shares
    Change vs previous 13F not available

    9.04% of the 13F portfolio, value $977,489,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 3,198,533 shares
    • Morningstar Investment Management LLC: 261,332 shares

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