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RETIREMENT CAPITAL STRATEGIES: VTI position timeline

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

RETIREMENT CAPITAL STRATEGIES held 86,877 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,877 shares
    Change vs previous 13F -693 shares

    11.16% of the 13F portfolio, value $32,148,134.

    13F-HR 0001214659-26-010107 filed by RETIREMENT CAPITAL STRATEGIES
    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 87,570 shares
    Change vs previous 13F +2,917 shares

    10.62% of the 13F portfolio, value $28,093,207.

    13F-HR 0001214659-26-006225 filed by RETIREMENT CAPITAL STRATEGIES
    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 84,653 shares
    Change vs previous 13F -3,617 shares

    10.52% of the 13F portfolio, value $28,381,620.

    13F-HR 0001214659-26-001705 filed by RETIREMENT CAPITAL STRATEGIES
    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 88,270 shares
    Change vs previous 13F +15,303 shares

    11.11% of the 13F portfolio, value $28,967,487.

    13F-HR 0001214659-25-016303 filed by RETIREMENT CAPITAL STRATEGIES
    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 72,967 shares
    Change vs previous 13F +67,656 shares

    8.79% of the 13F portfolio, value $22,176,860.

    13F-HR 0001214659-25-011779 filed by RETIREMENT CAPITAL STRATEGIES
    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 5,311 shares
    Change vs previous 13F -57 shares

    0.57% of the 13F portfolio, value $1,459,608.

    13F-HR 0001214659-25-007555 filed by RETIREMENT CAPITAL STRATEGIES
    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 5,368 shares
    Change vs previous 13F -66 shares

    0.59% of the 13F portfolio, value $1,555,801.

    13F-HR 0001214659-25-002214 filed by RETIREMENT CAPITAL STRATEGIES
    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 5,434 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,536,846.

    13F-HR 0001214659-24-018679 filed by RETIREMENT CAPITAL STRATEGIES
    Filed (acceptance time not in the bulk data set), ingested

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