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Retirement Planning Group, LLC: VGSH position timeline

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

Retirement Planning Group, LLC held 776,178 VGSH 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 776,178 shares
    Change vs previous 13F -202,940 shares

    1.15% of the 13F portfolio, value $45,173,548.

    13F-HR 0001508195-26-000004 filed by Retirement Planning Group, 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 979,118 shares
    Change vs previous 13F -222,774 shares

    1.78% of the 13F portfolio, value $57,317,546.

    13F-HR 0001508195-26-000002 filed by Retirement Planning Group, 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 1,201,892 shares
    Change vs previous 13F +58,593 shares

    2.32% of the 13F portfolio, value $70,587,124.

    13F-HR 0001508195-26-000001 filed by Retirement Planning Group, 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 1,143,299 shares
    Change vs previous 13F +1,056,439 shares

    2.34% of the 13F portfolio, value $67,283,172.

    13F-HR 0001508195-25-000004 filed by Retirement Planning Group, 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 86,860 shares
    Change vs previous 13F -18,497 shares

    0.22% of the 13F portfolio, value $5,105,629.

    13F-HR 0001085146-25-004322 filed by Retirement Planning Group, 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 105,357 shares
    Change vs previous 13F -6,688 shares

    0.29% of the 13F portfolio, value $6,183,376.

    13F-HR 0001085146-25-002020 filed by Retirement Planning Group, 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 112,045 shares
    Change vs previous 13F -3,964 shares

    0.33% of the 13F portfolio, value $6,518,767.

    13F-HR 0001085146-25-001741 filed by Retirement Planning Group, 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 116,009 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $6,846,840.

    13F-HR 0001085146-24-004837 filed by Retirement Planning Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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