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Disclosery

Essential Planning, LLC.: VTI position timeline

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

Essential Planning, LLC. held 70,599 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,599 shares
    Change vs previous 13F +4,255 shares

    7.38% of the 13F portfolio, value $26,124,943.

    13F-HR 0001949824-26-000004 filed by Essential Planning, 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 66,344 shares
    Change vs previous 13F +3,308 shares

    6.77% of the 13F portfolio, value $21,284,325.

    13F-HR 0001949824-26-000002 filed by Essential Planning, 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 63,036 shares
    Change vs previous 13F +5,240 shares

    6.74% of the 13F portfolio, value $21,134,496.

    13F-HR 0001949824-26-000001 filed by Essential Planning, 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 57,796 shares
    Change vs previous 13F +3,336 shares

    6.53% of the 13F portfolio, value $18,967,508.

    13F-HR 0001949824-25-000003 filed by Essential Planning, 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 54,460 shares
    Change vs previous 13F +772 shares

    6.16% of the 13F portfolio, value $16,552,960.

    13F-HR 0001085146-25-005237 filed by Essential Planning, 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 53,688 shares
    Change vs previous 13F -3,169,606 shares

    5.95% of the 13F portfolio, value $14,756,410.

    13F-HR 0001085146-25-002778 filed by Essential Planning, LLC.
    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 3,223,294 shares
    Change vs previous 13F +3,171,310 shares

    6.12% of the 13F portfolio, value $940,012,294.

    13F-HR 0001085146-25-000922 filed by Essential Planning, LLC.
    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 51,984 shares
    Change vs previous 13F not available

    6.04% of the 13F portfolio, value $14,720,503.

    13F-HR 0001085146-24-005421 filed by Essential Planning, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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