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Disclosery

Partners in Financial Planning: VTI position timeline

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

Partners in Financial Planning held 35,649 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,649 shares
    Change vs previous 13F +548 shares

    2% of the 13F portfolio, value $13,191,710.

    13F-HR 0002054264-26-000004 filed by Partners in 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 35,101 shares
    Change vs previous 13F -434 shares

    1.87% of the 13F portfolio, value $11,260,752.

    13F-HR 0002054264-26-000002 filed by Partners in 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 35,535 shares
    Change vs previous 13F -130 shares

    2.02% of the 13F portfolio, value $11,913,912.

    13F-HR 0002054264-26-000001 filed by Partners in 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 35,665 shares
    Change vs previous 13F -504 shares

    2.02% of the 13F portfolio, value $11,704,108.

    13F-HR 0002054264-25-000023 filed by Partners in 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 36,169 shares
    Change vs previous 13F +34 shares

    2.03% of the 13F portfolio, value $10,992,791.

    13F-HR 0002054264-25-000021 filed by Partners in 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 36,135 shares
    Change vs previous 13F +158 shares

    2% of the 13F portfolio, value $9,931,422.

    13F-HR 0002054264-25-000011 filed by Partners in 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 35,977 shares
    Change vs previous 13F +341 shares

    2.13% of the 13F portfolio, value $10,426,405.

    13F-HR 0002054264-25-000002 filed by Partners in 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 35,636 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $10,090,640.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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