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

Beacon 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	$205K	Buy	+553	New	+$198K	0.07%	84

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

Beacon Financial Planning's VTI Position: Q2 2026 in Review

Beacon Financial Planning opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 553 shares worth $205K. The stake represents 0.07% of the portfolio and ranks #84 among its holdings.

3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Beacon Financial Planning held 553 shares of Vanguard Morningstar Total Stock Market ETF worth $205K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Beacon Financial Planning position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Beacon Financial Planning's portfolio in Q2 2026, its #84 holding.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.