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

Holistic 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 		$3.64M Buy
9,845
+1,437
+17% +$514K 0.57% 38
2026
Q1 		$2.7M Sell
8,408
-503
-6% -$169K 0.54% 38
2025
Q4 		$2.99M Sell
8,911
-16
-0.2% -$5.32K 0.64% 31
2025
Q3 		$2.93M Buy
8,927
+1,374
+18% +$434K 0.77% 25
2025
Q2 		$2.3M Buy
7,553
+2,576
+52% +$725K 0.66% 29
2025
Q1 		$1.37M Buy
4,977
+880
+21% +$256K 0.46% 41
2024
Q4 		$1.19M Buy
4,097
+798
+24% +$233K 0.43% 45
2024
Q3 		$934K Buy
3,299
+1,338
+68% +$365K 0.4% 57
2024
Q2 		$510K Hold
1,961
– – 0.39% 63
2024
Q1 		$510K Buy
1,961
+62
+3% +$15.3K 0.39% 64
2023
Q4 		$451K Buy
+1,899
New +$420K 0.38% 64

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Holistic Planning's VTI Position: Q2 2026 in Review

Holistic Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q2 2026, buying an estimated $514K and bringing the position to 9,845 shares worth $3.64M. The position accounts for 0.57% of the portfolio, ranked #38.

Holistic Planning first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Holistic Planning held 9,845 shares of Vanguard Morningstar Total Stock Market ETF worth $3.64M as of Q2 2026.
  • Holistic Planning bought 1,437 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $514K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.57% of Holistic Planning's portfolio in Q2 2026, its #38 holding.
  • Holistic Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.