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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
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% -$5.61K 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 $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

Fee-Only Financial Planning's VTI Position: Q2 2026 in Review

Fee-Only Financial Planning reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.09% in Q2 2026, selling an estimated $2.86K and leaving 8,920 shares worth $3.3M. The position accounts for 1.77% of the portfolio, ranked #10.

Fee-Only Financial Planning first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Fee-Only Financial Planning held 8,920 shares of Vanguard Morningstar Total Stock Market ETF worth $3.3M as of Q2 2026.
  • Fee-Only Financial Planning sold 8 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.86K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.77% of Fee-Only Financial Planning's portfolio in Q2 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 15 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.