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Disclosery

Total Wealth Planning, LLC: VUG position timeline

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

Total Wealth Planning, LLC held 8,837 VUG 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 8,837 shares
    Change vs previous 13F -139,093 shares

    9.23% of the 13F portfolio, value $4,311,354.

    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 147,930 shares
    Change vs previous 13F -5,841 shares

    8.21% of the 13F portfolio, value $70,948,881.

    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 153,771 shares
    Change vs previous 13F +13,478 shares

    8.52% of the 13F portfolio, value $67,413,044.

    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 140,293 shares
    Change vs previous 13F +2,138 shares

    7.96% of the 13F portfolio, value $52,023,305.

    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 138,155 shares
    Change vs previous 13F -3,294 shares

    8.83% of the 13F portfolio, value $56,704,508.

    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 141,449 shares
    Change vs previous 13F +3,909 shares

    8.47% of the 13F portfolio, value $54,306,567.

    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 137,540 shares
    Change vs previous 13F -6,270 shares

    8.73% of the 13F portfolio, value $53,223,749.

    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 143,810 shares
    Change vs previous 13F not available

    8.51% of the 13F portfolio, value $49,499,318.

    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).