Financial Planning & Information Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Financial Planning & Information Services’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
2024 Q2	–	Sell	-940	Closed	-$244K	–	89
2024 Q1	$244K	Sell	940 -12	-1%	-$2.97K	0.04%	76
2023 Q4	$226K	Sell	952 -2	-0.2%	-$442	0.04%	77
2023 Q3	$203K	Sell	954 -1	-0.1%	-$221	0.04%	81
2023 Q2	$210K	Sell	955 -104	-10%	-$21.7K	0.04%	83
2023 Q1	$216K	Buy	+1,059	New	+$212K	0.04%	82
2022 Q2	–	Sell	-891	Closed	-$203K	–	81
2022 Q1	$203K	Sell	891 -130	-13%	-$29.2K	0.05%	81
2021 Q4	$247K	Buy	1,021 +6	+0.6%	+$1.42K	0.06%	70
2021 Q3	$225K	Sell	1,015 -13	-1%	-$2.96K	0.06%	70
2021 Q2	$229K	Buy	+1,028	New	+$223K	0.07%	66

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Planning & Information Services's VTI Position: Q2 2024 in Review

Financial Planning & Information Services sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2024, closing a stake of 940 shares — an estimated $244K sold.

Financial Planning & Information Services first reported a position in VTI in Q2 2021 and held it in 9 quarters. The position peaked at $247K in Q4 2021. 2,775 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

Financial Planning & Information Services reported no remaining Vanguard Total Stock Market ETF position as of Q2 2024 after selling out during the quarter.
Financial Planning & Information Services sold 940 Vanguard Total Stock Market ETF shares in Q2 2024, an estimated $244K.
Financial Planning & Information Services first reported a position in Vanguard Total Stock Market ETF in Q2 2021 and held it in 9 quarters.
Financial Planning & Information Services's Vanguard Total Stock Market ETF position peaked at $247K in Q4 2021.
2,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on Financial Planning & Information Services's 13F filing for Q2 2024, filed 13 Aug 2024.