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Disclosery

PDS Planning, Inc: VTI position timeline

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

PDS Planning, Inc held 34,991 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,991 shares
    Change vs previous 13F +8,205 shares

    0.75% of the 13F portfolio, value $12,948,064.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 26,786 shares
    Change vs previous 13F +618 shares

    0.57% of the 13F portfolio, value $8,593,151.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 26,168 shares
    Change vs previous 13F +4,850 shares

    0.59% of the 13F portfolio, value $8,773,313.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 21,318 shares
    Change vs previous 13F +47 shares

    0.48% of the 13F portfolio, value $6,996,092.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 21,271 shares
    Change vs previous 13F +181 shares

    0.48% of the 13F portfolio, value $6,464,924.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 21,090 shares
    Change vs previous 13F -46 shares

    0.49% of the 13F portfolio, value $5,796,276.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 21,136 shares
    Change vs previous 13F +430 shares

    0.54% of the 13F portfolio, value $6,125,387.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 20,706 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,863,233.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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