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

Investment Planning Advisors’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	$965K	Sell	2,607 -13	-0.5%	-$4.65K	0.22%	47
2026 Q1	$840K	Sell	2,620 -40	-2%	-$13.4K	0.23%	46
2025 Q4	$892K	Buy	2,660 +6	+0.2%	+$2K	0.26%	41
2025 Q3	$871K	Sell	2,654 -41	-2%	-$13K	0.27%	39
2025 Q2	$819K	Buy	2,695 +40	+2%	+$11.3K	0.29%	34
2025 Q1	$730K	Buy	2,655 +83	+3%	+$24.1K	0.3%	39
2024 Q4	$745K	Sell	2,572 -72	-3%	-$21K	0.33%	34
2024 Q3	$707K	Hold	2,644	–	–	0.36%	37
2024 Q2	$707K	Buy	+2,644	New	+$684K	0.36%	37

Other funds holding VTI

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Investment Planning Advisors's VTI Position: Q2 2026 in Review

Investment Planning Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.5% in Q2 2026, selling an estimated $4.65K and leaving 2,607 shares worth $965K. The position accounts for 0.22% of the portfolio, ranked #47.

Investment Planning Advisors first reported a position in VTI in Q2 2024 and has held it in 9 quarters since. 2,089 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Investment Planning Advisors held 2,607 shares of Vanguard Morningstar Total Stock Market ETF worth $965K as of Q2 2026.
Investment Planning Advisors sold 13 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.65K.
Vanguard Morningstar Total Stock Market ETF made up 0.22% of Investment Planning Advisors's portfolio in Q2 2026, its #47 holding.
Investment Planning Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
2,089 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.