Capital Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History

Capital 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	$2.4M	Buy	6,490 +2,552	+65%	+$912K	0.7%	30
2026 Q1	$1.26M	Sell	3,938 -553	-12%	-$186K	0.41%	32
2025 Q4	$1.51M	Hold	4,491	–	–	0.42%	35
2025 Q3	$1.48M	Sell	4,491 -414	-8%	-$131K	0.43%	32
2025 Q2	$1.5M	Sell	4,905 -164	-3%	-$46.1K	0.47%	31
2025 Q1	$1.39M	Sell	5,069 -403	-7%	-$117K	0.39%	42
2024 Q4	$1.59M	Buy	5,472 +3,393	+163%	+$990K	0.42%	40
2024 Q3	$590K	Buy	2,079 +88	+4%	+$24K	0.17%	55
2024 Q2	$535K	Hold	1,991	–	–	0.16%	53
2024 Q1	$517K	Sell	1,991 -237	-11%	-$58.6K	0.17%	51
2023 Q4	$529K	Sell	2,228 -93	-4%	-$20.6K	0.19%	53
2023 Q3	$493K	Hold	2,321	–	–	0.19%	56
2023 Q2	$511K	Sell	2,321 -25	-1%	-$5.21K	0.2%	53
2023 Q1	$479K	Hold	2,346	–	–	0.2%	54
2022 Q4	$449K	Buy	2,346 +379	+19%	+$73K	0.2%	60
2022 Q3	$353K	Sell	1,967 -5	-0.3%	-$997	0.2%	47
2022 Q2	$372K	Sell	1,972 -32	-2%	-$6.58K	0.2%	47
2022 Q1	$456K	Buy	2,004 +6	+0.3%	+$1.35K	0.18%	46
2021 Q4	$482K	Sell	1,998 -85	-4%	-$20.1K	0.18%	53
2021 Q3	$462K	Hold	2,083	–	–	0.19%	53
2021 Q2	$464K	Hold	2,083	–	–	0.2%	52
2021 Q1	$430K	Buy	2,083 +1	+0%	+$202	0.19%	50
2020 Q4	$405K	Buy	+2,082	New	+$381K	0.19%	54

Other funds holding VTI

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Capital Planning's VTI Position: Q2 2026 in Review

Capital Planning increased its Vanguard Total Stock Market ETF (VTI) stake by 65% in Q2 2026, buying an estimated $912K and bringing the position to 6,490 shares worth $2.4M. The position accounts for 0.7% of the portfolio, ranked #30.

Capital Planning first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Capital Planning held 6,490 shares of Vanguard Total Stock Market ETF worth $2.4M as of Q2 2026.
Capital Planning bought 2,552 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $912K.
Vanguard Total Stock Market ETF made up 0.7% of Capital Planning's portfolio in Q2 2026, its #30 holding.
Capital Planning first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.