CPL
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Capital & Planning LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Capital & Planning LLC’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
Q1 		$962 Buy
+3
New +$1.01K ﹤0.01% 157
2025
Q1 		– Sell
-3
Closed -$869 – 182
2024
Q4 		$869 Buy
+3
New +$875 ﹤0.01% 180

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

Capital & Planning LLC's VTI Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026: 3 shares worth $962. The stake represents ﹤0.01% of the portfolio and ranks #157 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in VTI as recently as Q4 2024.

Capital & Planning LLC first reported a position in VTI in Q4 2024 and has held it in 2 quarters since. 3,570 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Capital & Planning LLC held 3 shares of Vanguard Morningstar Total Stock Market ETF worth $962 as of Q1 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Capital & Planning LLC position in Q1 2026.
  • Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #157 holding.
  • Capital & Planning LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 2 quarters since.
  • 3,570 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.