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Disclosery

Vested Financial Planning, LLC: VOO position timeline

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

Vested Financial Planning, LLC held 28,143 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,143 shares
    Change vs previous 13F +419 shares

    12.98% of the 13F portfolio, value $19,328,636.

    13F-HR 0002044679-26-000003 filed by Vested Financial 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 ended2026-03-31
    13F 27,724 shares
    Change vs previous 13F +1,673 shares

    12.62% of the 13F portfolio, value $16,566,349.

    13F-HR 0002044679-26-000002 filed by Vested Financial 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 ended2025-12-31
    13F 26,051 shares
    Change vs previous 13F +1,417 shares

    12.58% of the 13F portfolio, value $16,337,230.

    13F-HR 0002044679-26-000001 filed by Vested Financial 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 ended2025-09-30
    13F 24,634 shares
    Change vs previous 13F -139 shares

    12.24% of the 13F portfolio, value $15,085,238.

    13F-HR 0002044679-25-000002 filed by Vested Financial 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 ended2025-06-30
    13F 24,773 shares
    Change vs previous 13F +2,614 shares

    12.52% of the 13F portfolio, value $14,071,686.

    13F-HR 0001085146-25-004016 filed by Vested Financial 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 ended2025-03-31
    13F 22,159 shares
    Change vs previous 13F +310 shares

    11.38% of the 13F portfolio, value $11,387,622.

    13F-HR 0001085146-25-002456 filed by Vested Financial 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 ended2024-12-31
    13F 21,849 shares
    Change vs previous 13F not available

    11.15% of the 13F portfolio, value $11,772,345.

    13F-HR 0001085146-25-000585 filed by Vested Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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