BFC Planning, Inc.’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BFC Planning, 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 Q2	$21.6M	Buy	58,398 +13,175	+29%	+$4.71M	0.88%	13
2026 Q1	$14.5M	Sell	45,223 -11,268	-20%	-$3.78M	0.65%	21
2025 Q4	$18.9M	Buy	56,491 +32,638	+137%	+$10.9M	0.84%	12
2025 Q3	$7.83M	Sell	23,853 -153	-0.6%	-$48.3K	0.57%	33
2025 Q2	$7.3M	Sell	24,006 -1,968	-8%	-$554K	0.57%	31
2025 Q1	$7.14M	Buy	25,974 +532	+2%	+$155K	0.63%	26
2024 Q4	$7.38M	Buy	+25,442	New	+$7.42M	0.61%	26

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BFC Planning, Inc.'s VTI Position: Q2 2026 in Review

BFC Planning, Inc. increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 29% in Q2 2026, buying an estimated $4.71M and bringing the position to 58,398 shares worth $21.6M. The position accounts for 0.88% of the portfolio, ranked #13.

BFC Planning, Inc. first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,707 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

BFC Planning, Inc. held 58,398 shares of Vanguard Morningstar Total Stock Market ETF worth $21.6M as of Q2 2026.
BFC Planning, Inc. bought 13,175 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.71M.
Vanguard Morningstar Total Stock Market ETF made up 0.88% of BFC Planning, Inc.'s portfolio in Q2 2026, its #13 holding.
BFC Planning, Inc. first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,707 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.