Capital Planning LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Planning LLC on VTI, newest first. How the timeline and the estimate are built.
Capital Planning LLC held 6,481 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 6,481 sharesChange vs previous 13F -9 shares
0.64% of the 13F portfolio, value $2,425,282.
13F-HR 0001790688-26-000005 filed by Capital Planning LLC
Accepted , ingested - period ended2026-06-3013F 6,490 sharesChange vs previous 13F +2,552 shares
0.7% of the 13F portfolio, value $2,401,727.
13F-HR 0001790688-26-000004 filed by Capital Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,938 sharesChange vs previous 13F -553 shares
0.41% of the 13F portfolio, value $1,263,460.
13F-HR 0001790688-26-000002 filed by Capital Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,491 sharesChange vs previous 13F 0 shares
0.42% of the 13F portfolio, value $1,510,442.
13F-HR 0001790688-26-000001 filed by Capital Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,491 sharesChange vs previous 13F -414 shares
0.43% of the 13F portfolio, value $1,477,886.
13F-HR 0001790688-25-000008 filed by Capital Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,905 sharesChange vs previous 13F -164 shares
0.47% of the 13F portfolio, value $1,495,221.
13F-HR 0001790688-25-000006 filed by Capital Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,069 sharesChange vs previous 13F -403 shares
0.39% of the 13F portfolio, value $1,393,297.
13F-HR 0001790688-25-000005 filed by Capital Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,472 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $1,585,888.
13F-HR 0001790688-25-000001 filed by Capital Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).