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Disclosery

Prosperity Planning, Inc.: VTI position timeline

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

Prosperity Planning, Inc. held 2,797 VTI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,797 shares
    Change vs previous 13F -329 shares

    0.23% of the 13F portfolio, value $1,046,848.

    13F-HR 0001085146-26-000827 filed by Prosperity Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,126 shares
    Change vs previous 13F -89 shares

    0.27% of the 13F portfolio, value $1,156,566.

    13F-HR 0001843292-26-000004 filed by Prosperity 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 ended2026-03-31
    13F 3,215 shares
    Change vs previous 13F +180 shares

    0.26% of the 13F portfolio, value $1,031,249.

    13F-HR 0001843292-26-000002 filed by Prosperity 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 ended2025-12-31
    13F 3,035 shares
    Change vs previous 13F -10 shares

    0.27% of the 13F portfolio, value $1,017,668.

    13F-HR 0001843292-26-000001 filed by Prosperity 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 ended2025-09-30
    13F 3,045 shares
    Change vs previous 13F -283 shares

    0.27% of the 13F portfolio, value $999,399.

    13F-HR 0001085146-25-005863 filed by Prosperity 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 ended2025-06-30
    13F 3,328 shares
    Change vs previous 13F -229 shares

    0.29% of the 13F portfolio, value $1,011,591.

    13F-HR 0001085146-25-003753 filed by Prosperity 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 ended2025-03-31
    13F 3,557 shares
    Change vs previous 13F -124 shares

    0.31% of the 13F portfolio, value $977,639.

    13F-HR 0001085146-25-002051 filed by Prosperity 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 ended2024-12-31
    13F 3,681 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,066,825.

    13F-HR 0001085146-25-000300 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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