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

Keener 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 Q2	$7.53M	Buy	20,336 +2,229	+12%	+$797K	2.69%	6
2026 Q1	$5.81M	Buy	18,107 +3,134	+21%	+$1.05M	2.44%	6
2025 Q4	$5.02M	Sell	14,973 -71	-0.5%	-$23.6K	2.17%	6
2025 Q3	$4.94M	Hold	15,044	–	–	2.29%	6
2025 Q2	$4.57M	Buy	15,044 +2,421	+19%	+$681K	2.28%	6
2025 Q1	$3.47M	Sell	12,623 -2,463	-16%	-$716K	2.25%	6
2024 Q4	$4.37M	Buy	15,086 +2,982	+25%	+$870K	2.58%	6
2024 Q3	$3.43M	Sell	12,104 -4,034	-25%	-$1.1M	2.24%	8
2024 Q2	$4.32M	Buy	16,138 +1,747	+12%	+$452K	2.82%	7
2024 Q1	$3.74M	Buy	14,391 +575	+4%	+$142K	2.57%	7
2023 Q4	$3.28M	Buy	+13,816	New	+$3.05M	2.53%	7

Other funds holding VTI

RIM

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 $12.8B AUM 19.73% 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

Keener Financial Planning's VTI Position: Q2 2026 in Review

Keener Financial Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, buying an estimated $797K and bringing the position to 20,336 shares worth $7.53M. The position accounts for 2.69% of the portfolio, ranked #6.

Keener Financial Planning first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Keener Financial Planning held 20,336 shares of Vanguard Morningstar Total Stock Market ETF worth $7.53M as of Q2 2026.
Keener Financial Planning bought 2,229 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $797K.
Vanguard Morningstar Total Stock Market ETF made up 2.69% of Keener Financial Planning's portfolio in Q2 2026, its #6 holding.
Keener Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.