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

Frisco 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 Q3	$344K	Sell	920 -25	-3%	-$9.37K	0.27%	18
2026 Q2	$350K	Buy	945 +1	+0.1%	+$358	0.26%	18
2026 Q1	$303K	Buy	944 +2	+0.2%	+$671	0.25%	18
2025 Q4	$316K	Sell	942 -6	-0.6%	-$2K	0.26%	17
2025 Q3	$311K	Sell	948 -12	-1%	-$3.79K	0.27%	16
2025 Q2	$292K	Buy	960 +262	+38%	+$73.7K	0.27%	14
2025 Q1	$192K	Buy	698 +1	+0.1%	+$291	0.19%	15
2024 Q4	$202K	Buy	+697	New	+$203K	0.2%	15

Other funds holding VTI

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

GBI

GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Frisco Financial Planning's VTI Position: Q3 2026 in Review

Frisco Financial Planning reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q3 2026, selling an estimated $9.37K and leaving 920 shares worth $344K. The position accounts for 0.27% of the portfolio, ranked #18.

Frisco Financial Planning first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. The position peaked at $350K in Q2 2026. 40 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Frisco Financial Planning held 920 shares of Vanguard Morningstar Total Stock Market ETF worth $344K as of Q3 2026.
Frisco Financial Planning sold 25 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $9.37K.
Vanguard Morningstar Total Stock Market ETF made up 0.27% of Frisco Financial Planning's portfolio in Q3 2026, its #18 holding.
Frisco Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
Frisco Financial Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $350K in Q2 2026.
40 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.