LEFP
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Leading Edge Financial Planning’s Vanguard 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
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 $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 $11.5B AUM 18.72% 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

Leading Edge Financial Planning's VTI Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Vanguard Total Stock Market ETF (VTI) stake by 53% in Q1 2026, buying an estimated $231K and bringing the position to 1,984 shares worth $636K. The position accounts for 0.13% of the portfolio, ranked #34.

Leading Edge Financial Planning first reported a position in VTI in Q4 2022 and has held it in 12 quarters since. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Leading Edge Financial Planning held 1,984 shares of Vanguard Total Stock Market ETF worth $636K as of Q1 2026.
  • Leading Edge Financial Planning bought 689 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $231K.
  • Vanguard Total Stock Market ETF made up 0.13% of Leading Edge Financial Planning's portfolio in Q1 2026, its #34 holding.
  • Leading Edge Financial Planning first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 12 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.