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

Essential 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 		$26.1M Buy
70,599
+4,255
+6% +$1.52M 7.38% 3
2026
Q1 		$21.3M Buy
66,344
+3,308
+5% +$1.11M 6.77% 3
2025
Q4 		$21.1M Buy
63,036
+5,240
+9% +$1.74M 6.74% 3
2025
Q3 		$19M Buy
57,796
+3,336
+6% +$1.05M 6.53% 4
2025
Q2 		$16.6M Buy
54,460
+772
+1% +$217K 6.16% 4
2025
Q1 		$14.8M Sell
53,688
-3,169,606
-98% -$921M 5.95% 4
2024
Q4 		$940M Buy
3,223,294
+3,171,310
+6,101% +$925M 6.12% 4
2024
Q3 		$14.7M Buy
51,984
+417
+0.8% +$114K 6.04% 4
2024
Q2 		$13.8M Sell
51,567
-1,001
-2% -$259K 6.07% 4
2024
Q1 		$12.5M Sell
52,568
-13
-0% -$3.22K 6.24% 4
2023
Q4 		$12.5M Sell
52,581
-1,061
-2% -$235K 6.3% 4
2023
Q3 		$11.4M Sell
53,642
-1,254
-2% -$278K 6.32% 4
2023
Q2 		$12.1M Buy
54,896
+1,001
+2% +$209K 6.89% 3
2023
Q1 		$11M Buy
53,895
+11,839
+28% +$2.37M 6.67% 4
2022
Q4 		$7.57M Buy
42,056
+40,694
+2,988% +$7.84M 5.8% 3
2022
Q3 		$244K Buy
+1,362
New +$271K 1.41% 17

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Essential Planning's VTI Position: Q2 2026 in Review

Essential Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.4% in Q2 2026, buying an estimated $1.52M and bringing the position to 70,599 shares worth $26.1M. The position accounts for 7.38% of the portfolio, ranked #3.

Essential Planning first reported a position in VTI in Q3 2022 and has held it in 16 quarters since. The position peaked at $940M in Q4 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Essential Planning held 70,599 shares of Vanguard Morningstar Total Stock Market ETF worth $26.1M as of Q2 2026.
  • Essential Planning bought 4,255 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.52M.
  • Vanguard Morningstar Total Stock Market ETF made up 7.38% of Essential Planning's portfolio in Q2 2026, its #3 holding.
  • Essential Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
  • Essential Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $940M in Q4 2024.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.