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Total Wealth Planning, LLC: VTV position timeline

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

Total Wealth Planning, LLC held 20,187 VTV 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 20,187 shares
    Change vs previous 13F -303,418 shares

    8.25% of the 13F portfolio, value $3,855,474.

    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 323,605 shares
    Change vs previous 13F +6,569 shares

    6.98% of the 13F portfolio, value $60,349,073.

    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 317,036 shares
    Change vs previous 13F +12,542 shares

    7.08% of the 13F portfolio, value $56,033,023.

    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 304,494 shares
    Change vs previous 13F +5,841 shares

    8.05% of the 13F portfolio, value $52,598,222.

    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 298,653 shares
    Change vs previous 13F -731 shares

    7.87% of the 13F portfolio, value $50,561,999.

    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 299,384 shares
    Change vs previous 13F +5,324 shares

    8.16% of the 13F portfolio, value $52,263,475.

    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 294,060 shares
    Change vs previous 13F +223 shares

    8.07% of the 13F portfolio, value $49,178,575.

    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 293,837 shares
    Change vs previous 13F not available

    8.22% of the 13F portfolio, value $47,854,312.

    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).