Fee-Only Financial Planning
VTI icon

Fee-Only Financial Planning’s Vanguard Morningstar 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
Q3 		$3.34M Buy
8,925
+5
+0.1% +$1.87K 1.83% 10
2026
Q2 		$3.3M Sell
8,920
-8
-0.1% -$2.86K 1.77% 10
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% -$5.6K 1.67% 10
2022
Q4 		$1.93M Buy
+10,089
New +$1.94M 1.62% 11

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Fee-Only Financial Planning's VTI Position: Q3 2026 in Review

Fee-Only Financial Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.06% in Q3 2026, buying an estimated $1.87K and bringing the position to 8,925 shares worth $3.34M. The position accounts for 1.83% of the portfolio, ranked #10.

Fee-Only Financial Planning first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Fee-Only Financial Planning held 8,925 shares of Vanguard Morningstar Total Stock Market ETF worth $3.34M as of Q3 2026.
  • Fee-Only Financial Planning bought 5 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.87K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.83% of Fee-Only Financial Planning's portfolio in Q3 2026, its #10 holding.
  • Fee-Only Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.