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

Leading Edge 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 		$819K Buy
2,213
+229
+12% +$81.9K 0.15% 34
2026
Q1 		$636K Buy
1,984
+689
+53% +$231K 0.13% 34
2025
Q4 		$434K Hold
1,295
– – 0.1% 39
2025
Q3 		$425K Hold
1,295
– – 0.11% 39
2025
Q2 		$393K Buy
1,295
+59
+5% +$16.6K 0.11% 40
2025
Q1 		$340K Hold
1,236
– – 0.11% 41
2024
Q4 		$358K Sell
1,236
-34
-3% -$9.92K 0.12% 41
2024
Q3 		$360K Buy
1,270
+56
+5% +$15.3K 0.12% 39
2024
Q2 		$325K Buy
1,214
+19
+2% +$4.92K 0.13% 37
2024
Q1 		$311K Buy
1,195
+8
+0.7% +$1.98K 0.14% 36
2023
Q4 		$282K Buy
+1,187
New +$262K 0.15% 47
2023
Q2 		– Sell
-2,699
Closed -$551K – 70
2023
Q1 		$551K Sell
2,699
-134
-5% -$26.8K 0.4% 35
2022
Q4 		$542K Buy
+2,833
New +$546K 0.47% 32

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

Leading Edge Financial Planning's VTI Position: Q2 2026 in Review

Leading Edge Financial Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, buying an estimated $81.9K and bringing the position to 2,213 shares worth $819K. The position accounts for 0.15% of the portfolio, ranked #34.

Leading Edge Financial Planning first reported a position in VTI in Q4 2022 and has held it in 13 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Leading Edge Financial Planning held 2,213 shares of Vanguard Morningstar Total Stock Market ETF worth $819K as of Q2 2026.
  • Leading Edge Financial Planning bought 229 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $81.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Leading Edge Financial Planning's portfolio in Q2 2026, its #34 holding.
  • Leading Edge Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 13 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.