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Retirement Planning Group, LLC: VTV position timeline

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

Retirement Planning Group, LLC held 122,262 VTV 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 122,262 shares
    Change vs previous 13F +1,308 shares

    0.68% of the 13F portfolio, value $26,644,520.

    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 120,954 shares
    Change vs previous 13F +6,193 shares

    0.74% of the 13F portfolio, value $23,731,194.

    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 114,761 shares
    Change vs previous 13F -25,379 shares

    0.72% of the 13F portfolio, value $21,918,167.

    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 140,140 shares
    Change vs previous 13F +2,623 shares

    0.91% of the 13F portfolio, value $26,134,760.

    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 137,517 shares
    Change vs previous 13F -46 shares

    1.03% of the 13F portfolio, value $24,304,814.

    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 137,563 shares
    Change vs previous 13F +71,922 shares

    1.11% of the 13F portfolio, value $23,762,553.

    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 65,641 shares
    Change vs previous 13F -8,909 shares

    0.56% of the 13F portfolio, value $11,113,014.

    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 74,550 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $13,014,193.

    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).