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

Fiduciary 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	$204K	Buy	545 +2	+0.4%	+$750	0.05%	77
2026 Q2	$201K	Buy	+543	New	+$194K	0.05%	79
2024 Q3	–	Sell	-2,014	Closed	-$539K	–	64
2024 Q2	$539K	Buy	+2,014	New	+$521K	0.19%	44
2021 Q2	–	Sell	-21	Closed	-$4K	–	266
2021 Q1	$4K	Sell	21 -44	-68%	-$8.9K	0.01%	206
2020 Q4	$13K	Sell	65 -2	-3%	-$366	0.02%	138
2020 Q3	$11K	Buy	+67	New	+$11.3K	0.02%	106
2020 Q2	–	Sell	-3,551	Closed	-$458K	–	50
2020 Q1	$458K	Sell	3,551 -54	-1%	-$8.35K	0.86%	25
2019 Q4	$599K	Buy	+3,605	New	+$565K	0.55%	31

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fiduciary Planning's VTI Position: Q3 2026 in Review

Fiduciary Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.37% in Q3 2026, buying an estimated $750 and bringing the position to 545 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #77.

Fiduciary Planning first reported a position in VTI in Q4 2019 and has held it in 8 quarters since. The position peaked at $599K in Q4 2019. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Fiduciary Planning held 545 shares of Vanguard Morningstar Total Stock Market ETF worth $204K as of Q3 2026.
Fiduciary Planning bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $750.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Fiduciary Planning's portfolio in Q3 2026, its #77 holding.
Fiduciary Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 8 quarters since.
Fiduciary Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $599K in Q4 2019.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.