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Asset Planning Corporation’s Vanguard Total Stock Market ETF VTI Stock Holding History

Asset Planning Corporation’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
2025
Q3 		$1.94M Buy
5,897
+466
+9% +$147K 0.92% 19
2025
Q2 		$1.65M Sell
5,431
-36
-0.7% -$10.1K 0.88% 19
2025
Q1 		$1.5M Buy
5,467
+4
+0.1% +$1.16K 0.89% 19
2024
Q4 		$1.58M Buy
5,463
+4
+0.1% +$1.17K 0.99% 20
2024
Q3 		$1.55M Sell
5,459
-141
-3% -$38.5K 1.01% 17
2024
Q2 		$1.5M Sell
5,600
-669
-11% -$173K 1.12% 16
2024
Q1 		$1.63M Sell
6,269
-12
-0.2% -$2.97K 1.19% 17
2023
Q4 		$1.49M Buy
6,281
+234
+4% +$51.7K 1.15% 17
2023
Q3 		$1.28M Sell
6,047
-134
-2% -$29.7K 0.99% 18
2023
Q2 		$1.36M Buy
6,181
+376
+6% +$78.4K 1.04% 18
2023
Q1 		$1.18M Sell
5,805
-162
-3% -$32.4K 0.95% 18
2022
Q4 		$1.14M Buy
5,967
+15
+0.3% +$2.89K 0.95% 17
2022
Q3 		$1.07M Sell
5,952
-511
-8% -$102K 1% 18
2022
Q2 		$1.22M Sell
6,463
-301
-4% -$61.8K 1.06% 18
2022
Q1 		$1.54M Sell
6,764
-69
-1% -$15.5K 1.34% 14
2021
Q4 		$1.65M Sell
6,833
-644
-9% -$152K 1.41% 13
2021
Q3 		$1.66M Sell
7,477
-358
-5% -$81.6K 1.54% 13
2021
Q2 		$1.75M Buy
7,835
+14
+0.2% +$3.04K 1.7% 13
2021
Q1 		$1.62M Sell
7,821
-191
-2% -$38.6K 1.68% 13
2020
Q4 		$1.56M Buy
+8,012
New +$1.46M 1.55% 13

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Asset Planning Corporation's VTI Position: Q3 2025 in Review

Asset Planning Corporation increased its Vanguard Total Stock Market ETF (VTI) stake by 8.6% in Q3 2025, buying an estimated $147K and bringing the position to 5,897 shares worth $1.94M. The position accounts for 0.92% of the portfolio, ranked #19.

Asset Planning Corporation first reported a position in VTI in Q4 2020 and has held it in 20 quarters since. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Asset Planning Corporation held 5,897 shares of Vanguard Total Stock Market ETF worth $1.94M as of Q3 2025.
  • Asset Planning Corporation bought 466 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $147K.
  • Vanguard Total Stock Market ETF made up 0.92% of Asset Planning Corporation's portfolio in Q3 2025, its #19 holding.
  • Asset Planning Corporation first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
  • 3,247 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.