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Laurel Wealth Planning’s Vanguard Morningstar 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
Q2 		$296K Buy
800
+3
+0.4% +$1.07K 0.13% 57
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 $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

Laurel Wealth Planning's VTI Position: Q2 2026 in Review

Laurel Wealth Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.38% in Q2 2026, buying an estimated $1.07K and bringing the position to 800 shares worth $296K. The position accounts for 0.13% of the portfolio, ranked #57.

Laurel Wealth Planning first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.49M in Q4 2020. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Laurel Wealth Planning held 800 shares of Vanguard Morningstar Total Stock Market ETF worth $296K as of Q2 2026.
  • Laurel Wealth Planning bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Laurel Wealth Planning's portfolio in Q2 2026, its #57 holding.
  • Laurel Wealth Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Laurel Wealth Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $2.49M in Q4 2020.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.