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

Envision 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	$1.08M	Hold	2,918	–	–	0.35%	33
2026 Q1	$936K	Hold	2,918	–	–	0.34%	31
2025 Q4	$978K	Sell	2,918 -7	-0.2%	-$2.33K	0.37%	29
2025 Q3	$960K	Hold	2,925	–	–	0.41%	30
2025 Q2	$889K	Hold	2,925	–	–	0.42%	32
2025 Q1	$804K	Sell	2,925 -136	-4%	-$39.5K	0.41%	28
2024 Q4	$887K	Buy	3,061 +119	+4%	+$34.7K	0.46%	28
2024 Q3	$833K	Hold	2,942	–	–	0.44%	24
2024 Q2	$787K	Hold	2,942	–	–	0.6%	20
2024 Q1	$765K	Buy	2,942 +10	+0.3%	+$2.47K	0.62%	20
2023 Q4	$695K	Buy	2,932 +13	+0.4%	+$2.87K	0.61%	21
2023 Q3	$620K	Buy	+2,919	New	+$646K	0.61%	21

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

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

Envision Financial Planning held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,918 shares worth $1.08M. The position accounts for 0.35% of the portfolio, ranked #33.

Envision Financial Planning first reported a position in VTI in Q3 2023 and has held it in 12 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Envision Financial Planning held 2,918 shares of Vanguard Morningstar Total Stock Market ETF worth $1.08M as of Q2 2026.
Envision Financial Planning left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.35% of Envision Financial Planning's portfolio in Q2 2026, its #33 holding.
Envision Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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