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 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fiduciary Planning's VTI Position: Q2 2026 in Review

Fiduciary Planning opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 543 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #79 among its holdings. This is a return to the name: Fiduciary Planning previously reported a position in VTI as recently as Q2 2024.

Fiduciary Planning first reported a position in VTI in Q4 2019 and has held it in 7 quarters since. The position peaked at $599K in Q4 2019. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Fiduciary Planning held 543 shares of Vanguard Morningstar Total Stock Market ETF worth $201K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Fiduciary Planning position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Fiduciary Planning's portfolio in Q2 2026, its #79 holding.
Fiduciary Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 7 quarters since.
Fiduciary Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $599K in Q4 2019.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.