FPI
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Financial Plan Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Financial Plan Inc’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
Q1 		$2.31M Sell
7,212
-216
-3% -$72.5K 0.25% 33
2025
Q4 		$2.49M Buy
+7,428
New +$2.47M 0.29% 33

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $757B AUM 28.64% 1-Year Est. Return

Financial Plan Inc's VTI Position: Q1 2026 in Review

Financial Plan Inc reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q1 2026, selling an estimated $72.5K and leaving 7,212 shares worth $2.31M. The position accounts for 0.25% of the portfolio, ranked #33.

Financial Plan Inc first reported a position in VTI in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.49M in Q4 2025. 3,562 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Financial Plan Inc held 7,212 shares of Vanguard Morningstar Total Stock Market ETF worth $2.31M as of Q1 2026.
  • Financial Plan Inc sold 216 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $72.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of Financial Plan Inc's portfolio in Q1 2026, its #33 holding.
  • Financial Plan Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Vanguard Morningstar Total Stock Market ETF position peaked at $2.49M in Q4 2025.
  • 3,562 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.