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Disclosery

Vested Financial Planning, LLC: VTI position timeline

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

Vested Financial Planning, LLC held 4,398 VTI 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 4,398 shares
    Change vs previous 13F -18 shares

    1.09% of the 13F portfolio, value $1,627,533.

    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 4,416 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,416,781.

    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 4,416 shares
    Change vs previous 13F +602 shares

    1.14% of the 13F portfolio, value $1,480,640.

    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 3,814 shares
    Change vs previous 13F +802 shares

    1.02% of the 13F portfolio, value $1,251,727.

    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 3,012 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $915,517.

    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 3,012 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $827,890.

    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 3,012 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $872,984.

    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).