CFP
VTI icon

Cypress Financial Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cypress 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 		$1.62M Buy
4,378
+2,358
+117% +$843K 0.39% 27
2026
Q1 		$648K Sell
2,020
-307
-13% -$103K 0.18% 51
2025
Q4 		$786K Sell
2,327
-57
-2% -$19K 0.22% 43
2025
Q3 		$782K Sell
2,384
-1
-0% -$316 0.24% 37
2025
Q2 		$725K Sell
2,385
-5
-0.2% -$1.41K 0.24% 37
2025
Q1 		$657K Buy
2,390
+344
+17% +$99.9K 0.23% 37
2024
Q4 		$593K Buy
2,046
+59
+3% +$17.2K 0.22% 37
2024
Q3 		$563K Sell
1,987
-56
-3% -$15.3K 0.21% 36
2024
Q2 		$547K Buy
2,043
+315
+18% +$81.5K 0.23% 35
2024
Q1 		$449K Buy
1,728
+182
+12% +$45K 0.21% 38
2023
Q4 		$360K Sell
1,546
-210
-12% -$46.4K 0.33% 22
2023
Q3 		$373K Sell
1,756
-35
-2% -$7.75K 0.21% 41
2023
Q2 		$396K Buy
1,791
+61
+4% +$12.7K 0.22% 38
2023
Q1 		$354K Sell
1,730
-85
-5% -$17K 0.22% 40
2022
Q4 		$346K Buy
1,815
+76
+4% +$14.6K 0.23% 39
2022
Q3 		$312K Buy
1,739
+5
+0.3% +$997 0.22% 41
2022
Q2 		$327K Buy
+1,734
New +$356K 0.22% 41

Other funds holding VTI

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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Cypress Financial Planning's VTI Position: Q2 2026 in Review

Cypress Financial Planning increased its Vanguard Total Stock Market ETF (VTI) stake by 117% in Q2 2026, buying an estimated $843K and bringing the position to 4,378 shares worth $1.62M. The position accounts for 0.39% of the portfolio, ranked #27.

Cypress Financial Planning first reported a position in VTI in Q2 2022 and has held it in 17 quarters since. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cypress Financial Planning held 4,378 shares of Vanguard Total Stock Market ETF worth $1.62M as of Q2 2026.
  • Cypress Financial Planning bought 2,358 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $843K.
  • Vanguard Total Stock Market ETF made up 0.39% of Cypress Financial Planning's portfolio in Q2 2026, its #27 holding.
  • Cypress Financial Planning first reported a position in Vanguard Total Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.