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Blom & Howell Financial Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Blom & Howell 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 		$805K Buy
2,175
+44
+2% +$15.7K 0.67% 26
2026
Q1 		$684K Buy
2,131
+41
+2% +$13.8K 0.67% 25
2025
Q4 		$701K Buy
+2,090
New +$695K 0.7% 28

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blom & Howell Financial Planning's VTI Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, buying an estimated $15.7K and bringing the position to 2,175 shares worth $805K. The position accounts for 0.67% of the portfolio, ranked #26.

Blom & Howell Financial Planning first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Blom & Howell Financial Planning held 2,175 shares of Vanguard Morningstar Total Stock Market ETF worth $805K as of Q2 2026.
  • Blom & Howell Financial Planning bought 44 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $15.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.67% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #26 holding.
  • Blom & Howell Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.