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OLIO Financial Planning: VTV position timeline

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

OLIO Financial Planning held 339,638 VTV 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 339,638 shares
    Change vs previous 13F +9,708 shares

    18.36% of the 13F portfolio, value $74,017,262.

    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 329,930 shares
    Change vs previous 13F +3,948 shares

    17.93% of the 13F portfolio, value $64,732,347.

    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 325,982 shares
    Change vs previous 13F +8,855 shares

    17.46% of the 13F portfolio, value $62,259,257.

    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 317,127 shares
    Change vs previous 13F +14,059 shares

    17.35% of the 13F portfolio, value $59,141,031.

    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 303,068 shares
    Change vs previous 13F +12,360 shares

    16.89% of the 13F portfolio, value $53,564,197.

    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 290,708 shares
    Change vs previous 13F +8,638 shares

    17.36% of the 13F portfolio, value $50,216,860.

    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 282,070 shares
    Change vs previous 13F +106,504 shares

    16.77% of the 13F portfolio, value $47,754,435.

    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 175,566 shares
    Change vs previous 13F not available

    11.07% of the 13F portfolio, value $26,303,263.

    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).