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Disclosery

XY Planning Network, Inc.: VTI position timeline

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

XY Planning Network, Inc. held 111,109 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,109 shares
    Change vs previous 13F +5,523 shares

    5.16% of the 13F portfolio, value $41,114,766.

    13F-HR 0001754960-26-000525 filed by XY Planning Network, Inc.
    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 105,586 shares
    Change vs previous 13F -9,123 shares

    5.45% of the 13F portfolio, value $34,129,512.

    13F-HR 0001754960-26-000253 filed by XY Planning Network, Inc.
    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 114,709 shares
    Change vs previous 13F +45,798 shares

    6.7% of the 13F portfolio, value $38,458,352.

    13F-HR 0001754960-26-000116 filed by XY Planning Network, Inc.
    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 68,911 shares
    Change vs previous 13F 0 shares

    7.13% of the 13F portfolio, value $20,943,989.

    13F-HR 0001754960-25-000789 filed by XY Planning Network, Inc.
    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 68,911 shares
    Change vs previous 13F +53,482 shares

    7.13% of the 13F portfolio, value $20,943,989.

    13F-HR 0001754960-25-000409 filed by XY Planning Network, Inc.
    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 15,429 shares
    Change vs previous 13F +10,874 shares

    2.83% of the 13F portfolio, value $4,240,417.

    13F-HR 0001754960-25-000233 filed by XY Planning Network, Inc.
    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 4,555 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,320,055.

    13F-HR 0001754960-25-000155 filed by XY Planning Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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