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

Forbes Financial 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 		$7.79M Sell
21,059
-153
-0.7% -$54.7K 4.18% 12
2026
Q1 		$6.81M Buy
21,212
+379
+2% +$127K 3.93% 13
2025
Q4 		$6.98M Sell
20,833
-8,652
-29% -$2.88M 4.08% 14
2025
Q3 		$9.73M Buy
29,485
+350
+1% +$111K 6.43% 4
2025
Q2 		$8.85M Sell
29,135
-1,265
-4% -$356K 5.98% 4
2025
Q1 		$8.36M Sell
30,400
-466
-2% -$135K 6.19% 4
2024
Q4 		$8.95M Sell
30,866
-244
-0.8% -$71.2K 4.33% 5
2024
Q3 		$8.81M Buy
31,110
+543
+2% +$148K 6.35% 5
2024
Q2 		$8.18M Buy
30,567
+755
+3% +$195K 6.42% 5
2024
Q1 		$7.75M Buy
29,812
+936
+3% +$232K 6.67% 5
2023
Q4 		$6.85M Buy
28,876
+1,209
+4% +$267K 6.38% 6
2023
Q3 		$5.88M Buy
27,667
+1,361
+5% +$301K 6.3% 7
2023
Q2 		$5.79M Buy
26,306
+30
+0.1% +$6.26K 5.59% 8
2023
Q1 		$5.36M Buy
+26,276
New +$5.26M 5.28% 8

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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

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

Forbes Financial Planning reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.72% in Q2 2026, selling an estimated $54.7K and leaving 21,059 shares worth $7.79M. The position accounts for 4.18% of the portfolio, ranked #12.

Forbes Financial Planning first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.73M in Q3 2025. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Forbes Financial Planning held 21,059 shares of Vanguard Morningstar Total Stock Market ETF worth $7.79M as of Q2 2026.
  • Forbes Financial Planning sold 153 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $54.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 4.18% of Forbes Financial Planning's portfolio in Q2 2026, its #12 holding.
  • Forbes Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Forbes Financial Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $9.73M in Q3 2025.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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