Divergent Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Divergent 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
2025 Q4	$323K	Sell	960 -32	-3%	-$10.6K	0.08%	29
2025 Q3	$327K	Buy	992 +1	+0.1%	+$316	0.09%	28
2025 Q2	$301K	Buy	+991	New	+$279K	0.09%	28
2023 Q3	–	Sell	-3,906	Closed	-$860K	–	27
2023 Q2	$860K	Buy	+3,906	New	+$815K	0.45%	10
2022 Q4	–	Sell	-4,391	Closed	-$788K	–	24
2022 Q3	$788K	Buy	+4,391	New	+$875K	0.58%	12

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Divergent Planning's VTI Position: Q4 2025 in Review

Divergent Planning reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q4 2025, selling an estimated $10.6K and leaving 960 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #29.

Divergent Planning first reported a position in VTI in Q3 2022 and has held it in 5 quarters since. The position peaked at $860K in Q2 2023. 3,578 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Divergent Planning held 960 shares of Vanguard Morningstar Total Stock Market ETF worth $323K as of Q4 2025.
Divergent Planning sold 32 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $10.6K.
Vanguard Morningstar Total Stock Market ETF made up 0.08% of Divergent Planning's portfolio in Q4 2025, its #29 holding.
Divergent Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 5 quarters since.
Divergent Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $860K in Q2 2023.
3,578 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.