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Total Wealth Planning, LLC: VCSH position timeline

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

Total Wealth Planning, LLC held 41,054 VCSH shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 41,054 shares
    Change vs previous 13F -605,322 shares

    7% of the 13F portfolio, value $3,273,230.

    13F-HR 0001951757-26-000432 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 646,376 shares
    Change vs previous 13F +33,182 shares

    5.98% of the 13F portfolio, value $51,664,799.

    13F-HR 0001951757-25-001163 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 613,194 shares
    Change vs previous 13F -13,573 shares

    6.16% of the 13F portfolio, value $48,748,909.

    13F-HR 0001951757-25-000851 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 626,767 shares
    Change vs previous 13F +6,262 shares

    7.57% of the 13F portfolio, value $49,476,970.

    13F-HR 0001951757-25-000369 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 620,505 shares
    Change vs previous 13F +5,952 shares

    7.54% of the 13F portfolio, value $48,405,633.

    13F-HR 0001951757-25-000031 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 614,553 shares
    Change vs previous 13F -60,226 shares

    7.62% of the 13F portfolio, value $48,807,802.

    13F-HR 0001951757-24-001008 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 674,779 shares
    Change vs previous 13F -99,586 shares

    8.62% of the 13F portfolio, value $52,531,507.

    13F-HR 0001951757-24-000632 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 774,365 shares
    Change vs previous 13F not available

    10.29% of the 13F portfolio, value $59,866,193.

    13F-HR 0001951757-24-000335 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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