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

Golden Bell 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 Q1	$233K	Hold	727	–	–	0.19%	33
2025 Q4	$244K	Sell	727 -207	-22%	-$68.9K	0.2%	32
2025 Q3	$307K	Buy	934 +103	+12%	+$32.5K	0.27%	28
2025 Q2	$253K	Hold	831	–	–	0.24%	30
2025 Q1	$228K	Hold	831	–	–	0.22%	31
2024 Q4	$241K	Buy	+831	New	+$242K	0.24%	30

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B 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

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

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

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

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

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

Golden Bell Financial Planning's VTI Position: Q1 2026 in Review

Golden Bell Financial Planning held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 727 shares worth $233K. The position accounts for 0.19% of the portfolio, ranked #33.

Golden Bell Financial Planning first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $307K in Q3 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Golden Bell Financial Planning held 727 shares of Vanguard Morningstar Total Stock Market ETF worth $233K as of Q1 2026.
Golden Bell Financial Planning left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.19% of Golden Bell Financial Planning's portfolio in Q1 2026, its #33 holding.
Golden Bell Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
Golden Bell Financial Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $307K in Q3 2025.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Golden Bell Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.