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Disclosery

OLIO Financial Planning: VTI position timeline

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

OLIO Financial Planning held 112,899 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,899 shares
    Change vs previous 13F -3,830 shares

    10.36% of the 13F portfolio, value $41,777,331.

    13F-HR 0001906766-26-000003 filed by OLIO Financial 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 116,729 shares
    Change vs previous 13F -2,001 shares

    10.37% of the 13F portfolio, value $37,447,862.

    13F-HR 0001906766-26-000002 filed by OLIO Financial 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 118,730 shares
    Change vs previous 13F -5,570 shares

    11.17% of the 13F portfolio, value $39,806,486.

    13F-HR 0001906766-26-000001 filed by OLIO Financial 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 124,300 shares
    Change vs previous 13F -5,612 shares

    11.97% of the 13F portfolio, value $40,791,646.

    13F-HR 0001906766-25-000002 filed by OLIO Financial 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 129,912 shares
    Change vs previous 13F -5,034 shares

    12.45% of the 13F portfolio, value $39,484,179.

    13F-HR 0001085146-25-003673 filed by OLIO Financial 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 134,946 shares
    Change vs previous 13F -9,333 shares

    12.82% of the 13F portfolio, value $37,088,581.

    13F-HR 0001085146-25-002064 filed by OLIO Financial 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 144,279 shares
    Change vs previous 13F -85,468 shares

    14.69% of the 13F portfolio, value $41,813,426.

    13F-HR 0001085146-25-000386 filed by OLIO Financial 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 229,747 shares
    Change vs previous 13F not available

    23.02% of the 13F portfolio, value $54,709,720.

    13F-HR 0001085146-24-004925 filed by OLIO Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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