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WealthPlan Investment Management, LLC: VTI position timeline

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

WealthPlan Investment Management, LLC held 152,268 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,268 shares
    Change vs previous 13F -4,006 shares

    2.8% of the 13F portfolio, value $56,345,281.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, 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 156,274 shares
    Change vs previous 13F -19,853 shares

    2.8% of the 13F portfolio, value $50,134,359.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, 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 176,127 shares
    Change vs previous 13F -7,031 shares

    3.76% of the 13F portfolio, value $59,050,331.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, 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 183,158 shares
    Change vs previous 13F +11,851 shares

    3.99% of the 13F portfolio, value $60,106,978.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, 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 171,307 shares
    Change vs previous 13F +25,066 shares

    3.79% of the 13F portfolio, value $52,065,261.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, 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 146,241 shares
    Change vs previous 13F +26,209 shares

    3.96% of the 13F portfolio, value $40,192,901.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, 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 120,032 shares
    Change vs previous 13F +5,578 shares

    3.44% of the 13F portfolio, value $34,786,587.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 114,454 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $32,408,736.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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