Action Point Financial Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Action Point Financial Planning’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.51M	Buy	14,896 +13,196	+776%	+$4.72M	0.56%	48
2026 Q1	$545K	Buy	+1,700	New	+$570K	0.49%	37

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Action Point Financial Planning's VTI Position: Q2 2026 in Review

Action Point Financial Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 776% in Q2 2026, buying an estimated $4.72M and bringing the position to 14,896 shares worth $5.51M. The position accounts for 0.56% of the portfolio, ranked #48.

Action Point Financial Planning first reported a position in VTI in Q1 2026 and has held it in 2 quarters since. 3,663 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Action Point Financial Planning held 14,896 shares of Vanguard Morningstar Total Stock Market ETF worth $5.51M as of Q2 2026.
Action Point Financial Planning bought 13,196 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.72M.
Vanguard Morningstar Total Stock Market ETF made up 0.56% of Action Point Financial Planning's portfolio in Q2 2026, its #48 holding.
Action Point Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
3,663 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.