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Laurel Wealth Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History

Laurel Wealth 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 		$256K Hold
797
– – 0.13% 55
2025
Q4 		$267K Hold
797
– – 0.15% 53
2025
Q3 		$262K Hold
797
– – 0.14% 52
2025
Q2 		$242K Sell
797
-100
-11% -$28.1K 0.14% 52
2025
Q1 		$247K Sell
897
-85
-9% -$24.7K 0.16% 47
2024
Q4 		$285K Sell
982
-51
-5% -$14.9K 0.18% 45
2024
Q3 		$293K Sell
1,033
-2
-0.2% -$546 0.19% 46
2024
Q2 		$277K Hold
1,035
– – 0.19% 46
2024
Q1 		$269K Sell
1,035
-548
-35% -$136K 0.18% 48
2023
Q4 		$376K Buy
1,583
+291
+23% +$64.3K 0.27% 43
2023
Q3 		$274K Sell
1,292
-409
-24% -$90.5K 0.21% 45
2023
Q2 		$375K Sell
1,701
-8
-0.5% -$1.67K 0.27% 47
2023
Q1 		$349K Sell
1,709
-690
-29% -$138K 0.23% 51
2022
Q4 		$459K Sell
2,399
-201
-8% -$38.7K 0.3% 47
2022
Q3 		$467K Buy
2,600
+1
+0% +$199 0.34% 46
2022
Q2 		$490K Sell
2,599
-711
-21% -$146K 0.34% 46
2022
Q1 		$754K Sell
3,310
-1,683
-34% -$378K 0.51% 42
2021
Q4 		$1.21M Sell
4,993
-1,825
-27% -$431K 0.91% 32
2021
Q3 		$1.51M Sell
6,818
-1,155
-14% -$263K 1.22% 24
2021
Q2 		$1.78M Sell
7,973
-3,375
-30% -$732K 1.55% 21
2021
Q1 		$2.35M Sell
11,348
-1,456
-11% -$295K 2.15% 20
2020
Q4 		$2.49M Buy
+12,804
New +$2.34M 2.43% 19

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Planning's VTI Position: Q1 2026 in Review

Laurel Wealth Planning held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 797 shares worth $256K. The position accounts for 0.13% of the portfolio, ranked #55.

Laurel Wealth Planning first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.49M in Q4 2020. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Laurel Wealth Planning held 797 shares of Vanguard Total Stock Market ETF worth $256K as of Q1 2026.
  • Laurel Wealth Planning left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.13% of Laurel Wealth Planning's portfolio in Q1 2026, its #55 holding.
  • Laurel Wealth Planning first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Laurel Wealth Planning's Vanguard Total Stock Market ETF position peaked at $2.49M in Q4 2020.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.