Holistic Planning’s Vanguard 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 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 $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 $11.5B AUM 18.72% 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

Holistic Planning's VTI Position: Q1 2026 in Review

Holistic Planning reduced its Vanguard Total Stock Market ETF (VTI) stake by 5.6% in Q1 2026, selling an estimated $169K and leaving 8,408 shares worth $2.7M. The position accounts for 0.54% of the portfolio, ranked #38.

Holistic Planning first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.99M in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Holistic Planning held 8,408 shares of Vanguard Total Stock Market ETF worth $2.7M as of Q1 2026.
Holistic Planning sold 503 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $169K.
Vanguard Total Stock Market ETF made up 0.54% of Holistic Planning's portfolio in Q1 2026, its #38 holding.
Holistic Planning first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Vanguard Total Stock Market ETF position peaked at $2.99M in Q4 2025.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.