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Capital Planning’s Vanguard Morningstar 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

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's VTI Position: Q2 2026 in Review

Capital Planning increased its Vanguard Morningstar 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. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Capital Planning held 6,490 shares of Vanguard Morningstar Total Stock Market ETF worth $2.4M as of Q2 2026.
  • Capital Planning bought 2,552 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $912K.
  • Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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