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Essential Planning’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essential Planning's VTI Position: Q1 2026 in Review

Essential Planning increased its Vanguard Total Stock Market ETF (VTI) stake by 5.2% in Q1 2026, buying an estimated $1.11M and bringing the position to 66,344 shares worth $21.3M. The position accounts for 6.77% of the portfolio, ranked #3.

Essential Planning first reported a position in VTI in Q3 2022 and has held it in 15 quarters since. The position peaked at $940M in Q4 2024. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Essential Planning held 66,344 shares of Vanguard Total Stock Market ETF worth $21.3M as of Q1 2026.
  • Essential Planning bought 3,308 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.11M.
  • Vanguard Total Stock Market ETF made up 6.77% of Essential Planning's portfolio in Q1 2026, its #3 holding.
  • Essential Planning first reported a position in Vanguard Total Stock Market ETF in Q3 2022 and has held it in 15 quarters since.
  • Essential Planning's Vanguard Total Stock Market ETF position peaked at $940M in Q4 2024.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.