CFFP
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Center for Financial Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Center for 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 		$2.93M Hold
7,931
– – 0.27% 29
2026
Q1 		$2.54M Sell
7,931
-34
-0.4% -$11.4K 0.27% 34
2025
Q4 		$2.67M Buy
7,965
+287
+4% +$95.5K 0.28% 32
2025
Q3 		$2.52M Buy
7,678
+96
+1% +$30.3K 0.27% 33
2025
Q2 		$2.3M Sell
7,582
-37
-0.5% -$10.4K 0.26% 32
2025
Q1 		$2.09M Buy
7,619
+206
+3% +$59.8K 0.27% 35
2024
Q4 		$2.15M Buy
7,413
+789
+12% +$230K 0.29% 29
2024
Q3 		$1.88M Sell
6,624
-151
-2% -$41.2K 0.25% 34
2024
Q2 		$1.81M Hold
6,775
– – 0.26% 35
2024
Q1 		$1.76M Sell
6,775
-550
-8% -$136K 0.26% 40
2023
Q4 		$1.74M Buy
7,325
+8
+0.1% +$1.77K 0.32% 32
2023
Q3 		$1.55M Sell
7,317
-9
-0.1% -$1.99K 0.34% 32
2023
Q2 		$1.61M Sell
7,326
-474
-6% -$98.9K 0.34% 33
2023
Q1 		$1.59M Buy
7,800
+496
+7% +$99.3K 0.37% 29
2022
Q4 		$1.4M Sell
7,304
-210
-3% -$40.5K 0.34% 33
2022
Q3 		$1.35M Buy
7,514
+55
+0.7% +$11K 0.36% 31
2022
Q2 		$1.41M Hold
7,459
– – 0.36% 32
2022
Q1 		$1.7M Buy
7,459
+86
+1% +$19.3K 0.35% 27
2021
Q4 		$1.78M Buy
7,373
+458
+7% +$108K 0.36% 26
2021
Q3 		$1.54M Hold
6,915
– – 0.37% 29
2021
Q2 		$1.54M Hold
6,915
– – 0.38% 32
2021
Q1 		$1.43M Buy
6,915
+417
+6% +$84.4K 0.37% 31
2020
Q4 		$1.26M Hold
6,498
– – 0.36% 33
2020
Q3 		$1.11M Hold
6,498
– – 0.36% 35
2020
Q2 		$1.02M Hold
6,498
– – 0.36% 36
2020
Q1 		$838K Hold
6,498
– – 0.28% 39
2019
Q4 		$1.06M Buy
+6,498
New +$1.02M 0.27% 34

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Center for Financial Planning's VTI Position: Q2 2026 in Review

Center for Financial Planning held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 7,931 shares worth $2.93M. The position accounts for 0.27% of the portfolio, ranked #29.

Center for Financial Planning first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 2,205 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Center for Financial Planning held 7,931 shares of Vanguard Morningstar Total Stock Market ETF worth $2.93M as of Q2 2026.
  • Center for Financial Planning left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.27% of Center for Financial Planning's portfolio in Q2 2026, its #29 holding.
  • Center for Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,205 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.