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Wellington Shields Capital Management, LLC: VTI position timeline

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

Wellington Shields Capital Management, LLC held 860 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 860 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $318,234.

    13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 500 shares
    • Wellington Shields & Co., LLC: 360 shares

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

  2. period ended2026-03-31
    13F 860 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $275,897.

    13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 500 shares
    • Wellington Shields & Co., LLC: 360 shares

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

  3. period ended2025-12-31
    13F 860 shares
    Change vs previous 13F -70 shares

    0.03% of the 13F portfolio, value $288,332.

    13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 500 shares
    • Wellington Shields & Co., LLC: 360 shares

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

  4. period ended2025-09-30
    13F 930 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $305,198.

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 500 shares
    • Wellington Shields & Co., LLC: 430 shares

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

  5. period ended2025-06-30
    13F 930 shares
    Change vs previous 13F -100 shares

    0.03% of the 13F portfolio, value $282,655.

    13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 500 shares
    • Wellington Shields & Co., LLC: 430 shares

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

  6. period ended2025-03-31
    13F 1,030 shares
    Change vs previous 13F -100 shares

    0.03% of the 13F portfolio, value $283,085.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 500 shares
    • Wellington Shields & Co., LLC: 530 shares

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

  7. period ended2024-12-31
    13F 1,130 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $327,485.

    13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 500 shares
    • Wellington Shields & Co., LLC: 630 shares

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

  8. period ended2024-09-30
    13F 1,230 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $348,287.

    13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 500 shares
    • Wellington Shields & Co., LLC: 730 shares

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