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Disclosery

ASSET PLANNING CORPORATION: VTI position timeline

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

ASSET PLANNING CORPORATION held 5,897 VTI shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,897 shares
    Change vs previous 13F +466 shares

    0.92% of the 13F portfolio, value $1,935,218.

    13F-HR 0001951757-25-001276 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 5,431 shares
    Change vs previous 13F -36 shares

    0.88% of the 13F portfolio, value $1,650,767.

    13F-HR 0001951757-25-000944 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 5,467 shares
    Change vs previous 13F +4 shares

    0.89% of the 13F portfolio, value $1,502,662.

    13F-HR 0001951757-25-000534 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 5,463 shares
    Change vs previous 13F +4 shares

    0.99% of the 13F portfolio, value $1,583,317.

    13F-HR 0001951757-25-000119 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 5,459 shares
    Change vs previous 13F -141 shares

    1.01% of the 13F portfolio, value $1,545,881.

    13F-HR 0001951757-24-001080 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 5,600 shares
    Change vs previous 13F -669 shares

    1.12% of the 13F portfolio, value $1,498,078.

    13F-HR 0001951757-24-000579 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 6,269 shares
    Change vs previous 13F -12 shares

    1.19% of the 13F portfolio, value $1,629,334.

    13F-HR 0001951757-24-000386 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 6,281 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,490,078.

    13F-HR 0001951757-24-000072 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

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