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

Elser 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	$602K	Buy	1,626 +137	+9%	+$49K	0.03%	67
2026 Q1	$478K	Buy	1,489 +29	+2%	+$9.73K	0.02%	76
2025 Q4	$490K	Buy	1,460 +3	+0.2%	+$998	0.35%	39
2025 Q3	$481K	Sell	1,457 -432	-23%	-$136K	0.58%	32
2025 Q2	$574K	Buy	1,889 +8	+0.4%	+$2.25K	0.72%	28
2025 Q1	$517K	Buy	1,881 +98	+5%	+$28.5K	0.72%	29
2024 Q4	$517K	Buy	1,783 +125	+8%	+$36.5K	0.03%	56
2024 Q3	$469K	Buy	1,658 +2	+0.1%	+$546	0.68%	28
2024 Q2	$443K	Buy	+1,656	New	+$429K	0.07%	58

Other funds holding VTI

RIM

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

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

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

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

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

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

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

Elser Financial Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.2% in Q2 2026, buying an estimated $49K and bringing the position to 1,626 shares worth $602K. The position accounts for 0.03% of the portfolio, ranked #67.

Elser Financial Planning first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Elser Financial Planning held 1,626 shares of Vanguard Morningstar Total Stock Market ETF worth $602K as of Q2 2026.
Elser Financial Planning bought 137 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $49K.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Elser Financial Planning's portfolio in Q2 2026, its #67 holding.
Elser Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.