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Disclosery

Strategic Financial Planning, Inc.: VTI position timeline

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

Strategic Financial Planning, Inc. held 15,925 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 15,925 shares
    Change vs previous 13F +15,925 shares

    3.08% of the 13F portfolio, value $5,892,104.

    13F-HR 0001214659-26-010179 filed by Strategic Financial Planning, Inc.
    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 0 shares
    Change vs previous 13F -16,166 shares

    13F-HR 0001214659-26-006173 filed by Strategic Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 16,166 shares
    Change vs previous 13F -70 shares

    3.08% of the 13F portfolio, value $5,419,712.

    13F-HR 0001214659-26-002083 filed by Strategic Financial 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 ended2025-09-30
    13F 16,236 shares
    Change vs previous 13F -81 shares

    3.09% of the 13F portfolio, value $5,327,759.

    13F-HR 0001214659-25-016430 filed by Strategic Financial 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 ended2025-06-30
    13F 16,317 shares
    Change vs previous 13F -17 shares

    3.09% of the 13F portfolio, value $4,959,267.

    13F-HR 0001214659-25-011946 filed by Strategic Financial 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 ended2025-03-31
    13F 16,334 shares
    Change vs previous 13F -65 shares

    3.1% of the 13F portfolio, value $4,489,178.

    13F-HR 0001214659-25-007548 filed by Strategic Financial 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 ended2024-12-31
    13F 16,399 shares
    Change vs previous 13F -111 shares

    3.24% of the 13F portfolio, value $4,752,461.

    13F-HR 0001214659-25-002552 filed by Strategic Financial 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 ended2024-09-30
    13F 16,510 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $4,674,940.

    13F-HR 0001214659-24-017949 filed by Strategic Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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