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Disclosery

Meredith Wealth Planning: VTI position timeline

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

Meredith Wealth Planning held 8,503 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,503 shares
    Change vs previous 13F -1,194 shares

    0.74% of the 13F portfolio, value $3,146,338.

    13F-HR 0001956471-26-000003 filed by Meredith Wealth Planning
    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 9,697 shares
    Change vs previous 13F +1 shares

    0.84% of the 13F portfolio, value $3,110,829.

    13F-HR 0001956471-26-000002 filed by Meredith Wealth Planning
    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 9,696 shares
    Change vs previous 13F -28 shares

    0.97% of the 13F portfolio, value $3,250,790.

    13F-HR 0001956471-26-000001 filed by Meredith Wealth Planning
    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 9,724 shares
    Change vs previous 13F -187 shares

    1.01% of the 13F portfolio, value $3,191,090.

    13F-HR 0001956471-25-000007 filed by Meredith Wealth Planning
    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 9,911 shares
    Change vs previous 13F +830 shares

    1.09% of the 13F portfolio, value $3,012,106.

    13F-HR 0001956471-25-000006 filed by Meredith Wealth Planning
    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 9,081 shares
    Change vs previous 13F -282 shares

    1.1% of the 13F portfolio, value $2,495,914.

    13F-HR 0001956471-25-000005 filed by Meredith Wealth Planning
    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 9,363 shares
    Change vs previous 13F +5,440 shares

    1.21% of the 13F portfolio, value $2,713,474.

    13F-HR 0001956471-25-000001 filed by Meredith Wealth Planning
    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 3,923 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,110,738.

    13F-HR 0001956471-24-000005 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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