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Disclosery

Plan Group Financial, LLC: VTI position timeline

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

Plan Group Financial, LLC held 29,842 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,842 shares
    Change vs previous 13F +4,900 shares

    2.29% of the 13F portfolio, value $11,042,866.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, LLC
    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 24,942 shares
    Change vs previous 13F +1,825 shares

    1.88% of the 13F portfolio, value $8,001,589.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, LLC
    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 23,117 shares
    Change vs previous 13F +1,451 shares

    2.01% of the 13F portfolio, value $7,750,439.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, LLC
    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 21,666 shares
    Change vs previous 13F +1,050 shares

    1.91% of the 13F portfolio, value $7,110,079.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, LLC
    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 20,616 shares
    Change vs previous 13F +377 shares

    2.06% of the 13F portfolio, value $6,265,865.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, LLC
    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 20,239 shares
    Change vs previous 13F +1,075 shares

    1.99% of the 13F portfolio, value $5,562,589.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, LLC
    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 19,164 shares
    Change vs previous 13F +188 shares

    2.93% of the 13F portfolio, value $5,553,800.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, LLC
    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 18,976 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $5,373,107.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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