Ownership history in Essential Planning, LLC. · 14 quarters on record
This page tracks every 13F SEC filing in which Essential Planning, LLC. reported a position in VANGUARD INDEX FDS (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 63,036 | +5,240 | +9.1% | 6.74% | $21.1M | $335.27 |
| 2025 Q3 | ADDED | 57,796 | +3,336 | +6.1% | 6.53% | $19.0M | $327.24 |
| 2025 Q2 | ADDED | 54,460 | +772 | +1.4% | 6.16% | $16.6M | $302.23 |
| 2025 Q1 | REDUCED | 53,688 | -3,169,606 | -98.3% | 5.95% | $14.8M | $272.48 |
| 2024 Q4 | ADDED | 3,223,294 | +3,171,310 | +6100.6% | 6.12% | $940.0M | $286.32 |
| 2024 Q3 | ADDED | 51,984 | +417 | +0.8% | 6.04% | $14.7M | $278.85 |
| 2024 Q2 | REDUCED | 51,567 | -1,001 | -1.9% | 6.07% | $13.8M | $262.63 |
| 2024 Q1 | REDUCED | 52,568 | -13 | -0.0% | 6.24% | $12.5M | $254.25 |
| 2023 Q4 | REDUCED | 52,581 | -1,061 | -2.0% | 6.30% | $12.5M | $231.25 |
| 2023 Q3 | REDUCED | 53,642 | -1,254 | -2.3% | 6.32% | $11.4M | $206.18 |
As of 2025 Q4 — sorted by position size