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Financial Life Planners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial Life Planners’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 		$38.4K Buy
104
+92
+767% +$32.9K 0.02% 140
2026
Q1 		$3.69K Buy
+12
New +$4.03K ﹤0.01% 284
2025
Q4 		– Sell
-30
Closed -$9.98K – 326
2025
Q3 		$9.98K Buy
+30
New +$9.48K 0.01% 246
2025
Q1 		– Sell
-30
Closed -$8.76K – 380
2024
Q4 		$8.76K Buy
+30
New +$8.75K 0.01% 268

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Financial Life Planners's VTI Position: Q2 2026 in Review

Financial Life Planners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 767% in Q2 2026, buying an estimated $32.9K and bringing the position to 104 shares worth $38.4K. The position accounts for 0.02% of the portfolio, ranked #140.

Financial Life Planners first reported a position in VTI in Q4 2024 and has held it in 4 quarters since. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Financial Life Planners held 104 shares of Vanguard Morningstar Total Stock Market ETF worth $38.4K as of Q2 2026.
  • Financial Life Planners bought 92 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $32.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #140 holding.
  • Financial Life Planners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.