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Disclosery

Total Wealth Planning, LLC: VNQI position timeline

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

Total Wealth Planning, LLC held 16,094 VNQI 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 16,094 shares
    Change vs previous 13F -130,246 shares

    1.58% of the 13F portfolio, value $737,765.

    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 146,340 shares
    Change vs previous 13F -1,466 shares

    0.81% of the 13F portfolio, value $6,986,283.

    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 147,806 shares
    Change vs previous 13F +8,664 shares

    0.86% of the 13F portfolio, value $6,821,258.

    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 139,142 shares
    Change vs previous 13F +1,468 shares

    0.86% of the 13F portfolio, value $5,629,697.

    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 137,674 shares
    Change vs previous 13F +7,577 shares

    0.85% of the 13F portfolio, value $5,446,395.

    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 130,097 shares
    Change vs previous 13F -9,408 shares

    0.95% of the 13F portfolio, value $6,102,856.

    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 139,505 shares
    Change vs previous 13F +292 shares

    0.99% of the 13F portfolio, value $6,009,883.

    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 139,213 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $5,866,443.

    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).