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

Financial Planning Hawaii’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 		$10.2M Buy
27,657
+731
+3% +$261K 5.49% 3
2026
Q1 		$8.64M Buy
26,926
+458
+2% +$154K 5.09% 3
2025
Q4 		$8.87M Buy
+26,468
New +$8.81M 5.11% 4

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Planning Hawaii's VTI Position: Q2 2026 in Review

Financial Planning Hawaii increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.7% in Q2 2026, buying an estimated $261K and bringing the position to 27,657 shares worth $10.2M. The position accounts for 5.49% of the portfolio, ranked #3.

Financial Planning Hawaii first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 2,512 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Financial Planning Hawaii held 27,657 shares of Vanguard Morningstar Total Stock Market ETF worth $10.2M as of Q2 2026.
  • Financial Planning Hawaii bought 731 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $261K.
  • Vanguard Morningstar Total Stock Market ETF made up 5.49% of Financial Planning Hawaii's portfolio in Q2 2026, its #3 holding.
  • Financial Planning Hawaii first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.