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Fee-Only Financial Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History

Fee-Only 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
Q1 		$2.86M Sell
8,928
-223
-2% -$74.8K 1.73% 10
2025
Q4 		$3.07M Buy
9,151
+35
+0.4% +$11.6K 1.79% 10
2025
Q3 		$2.99M Sell
9,116
-148
-2% -$46.8K 1.75% 10
2025
Q2 		$2.82M Buy
9,264
+144
+2% +$40.5K 1.74% 10
2025
Q1 		$2.51M Sell
9,120
-361
-4% -$105K 1.71% 10
2024
Q4 		$2.75M Sell
9,481
-244
-3% -$71.2K 1.77% 10
2024
Q3 		$2.75M Sell
9,725
-357
-4% -$97.4K 1.76% 10
2024
Q2 		$2.7M Buy
10,082
+129
+1% +$33.4K 1.82% 10
2024
Q1 		$2.59M Sell
9,953
-188
-2% -$46.5K 1.75% 10
2023
Q4 		$2.41M Buy
10,141
+3
+0% +$663 1.74% 10
2023
Q3 		$2.15M Buy
10,138
+1
+0% +$221 1.74% 10
2023
Q2 		$2.23M Buy
10,137
+76
+0.8% +$15.9K 1.7% 10
2023
Q1 		$2.05M Sell
10,061
-28
-0.3% -$5.61K 1.67% 10
2022
Q4 		$1.93M Buy
+10,089
New +$1.94M 1.62% 11

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 $12.8B AUM 19.73% 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

Fee-Only Financial Planning's VTI Position: Q1 2026 in Review

Fee-Only Financial Planning reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.4% in Q1 2026, selling an estimated $74.8K and leaving 8,928 shares worth $2.86M. The position accounts for 1.73% of the portfolio, ranked #10.

Fee-Only Financial Planning first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.07M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Fee-Only Financial Planning held 8,928 shares of Vanguard Total Stock Market ETF worth $2.86M as of Q1 2026.
  • Fee-Only Financial Planning sold 223 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $74.8K.
  • Vanguard Total Stock Market ETF made up 1.73% of Fee-Only Financial Planning's portfolio in Q1 2026, its #10 holding.
  • Fee-Only Financial Planning first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Fee-Only Financial Planning's Vanguard Total Stock Market ETF position peaked at $3.07M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.