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Disclosery

Briaud Financial Planning Inc: VTI position timeline

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

Briaud Financial Planning Inc held 556,358 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 556,358 shares
    Change vs previous 13F +17,248 shares

    54.14% of the 13F portfolio, value $205,865,581.

    13F-HR 0001951757-26-001091 filed by Briaud Financial Planning Inc
    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 539,110 shares
    Change vs previous 13F -11,163 shares

    45.34% of the 13F portfolio, value $172,925,011.

    13F-HR 0001951757-26-000584 filed by Briaud Financial Planning Inc
    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 550,273 shares
    Change vs previous 13F +210,827 shares

    45.45% of the 13F portfolio, value $184,490,147.

    13F-HR 0001951757-26-000324 filed by Briaud Financial Planning Inc
    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 339,446 shares
    Change vs previous 13F +37,319 shares

    36.4% of the 13F portfolio, value $111,395,988.

    13F-HR 0001951757-25-001455 filed by Briaud Financial Planning Inc
    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 302,127 shares
    Change vs previous 13F -4,380 shares

    36.21% of the 13F portfolio, value $91,824,000.

    13F-HR 0001908380-25-000002 filed by Briaud Financial Planning Inc
    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 306,507 shares
    Change vs previous 13F +7,721 shares

    33.47% of the 13F portfolio, value $84,231,000.

    13F-HR 0001842974-25-000013 filed by Briaud Financial Planning Inc
    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 298,786 shares
    Change vs previous 13F +99,001 shares

    35.3% of the 13F portfolio, value $86,591,000.

    13F-HR 0001800586-25-000001 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 199,785 shares
    Change vs previous 13F not available

    29.21% of the 13F portfolio, value $56,567,000.

    13F-HR 0001906937-24-000002 filed by Briaud Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

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