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Prepared Retirement Institute LLC: VTI position timeline

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

Prepared Retirement Institute LLC held 44,970 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 44,970 shares
    Change vs previous 13F +12,337 shares

    7.08% of the 13F portfolio, value $16,640,565.

    13F-HR 0002056037-26-000005 filed by Prepared Retirement Institute 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/A 32,633 shares
    Change vs previous 13F +2,581 shares

    5.2% of the 13F portfolio, value $10,469,139.

    13F-HR/A 0002056037-26-000004 filed by Prepared Retirement Institute 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 30,052 shares
    Change vs previous 13F +3,954 shares

    5.07% of the 13F portfolio, value $10,075,404.

    13F-HR 0002056037-26-000001 filed by Prepared Retirement Institute 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 26,098 shares
    Change vs previous 13F +5,423 shares

    4.46% of the 13F portfolio, value $8,564,457.

    13F-HR 0002056037-25-000011 filed by Prepared Retirement Institute 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 20,675 shares
    Change vs previous 13F +1,760 shares

    3.7% of the 13F portfolio, value $6,283,883.

    13F-HR 0002056037-25-000008 filed by Prepared Retirement Institute 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 18,915 shares
    Change vs previous 13F -1,423 shares

    3.32% of the 13F portfolio, value $5,198,585.

    13F-HR 0002056037-25-000007 filed by Prepared Retirement Institute 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 20,338 shares
    Change vs previous 13F +3,412 shares

    3.36% of the 13F portfolio, value $5,894,213.

    13F-HR 0002056037-25-000005 filed by Prepared Retirement Institute 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 16,926 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $4,792,869.

    13F-HR 0002056037-25-000004 filed by Prepared Retirement Institute LLC
    Filed (acceptance time not in the bulk data set), ingested

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