Life Planning Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Life Planning Partners’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	$8.53M	Sell	23,054 -551	-2%	-$197K	6.34%	3
2026 Q1	$7.57M	Sell	23,605 -155	-0.7%	-$52K	5.78%	3
2025 Q4	$7.97M	Sell	23,760 -4,437	-16%	-$1.48M	6.1%	3
2025 Q3	$9.25M	Sell	28,197 -169	-0.6%	-$53.4K	6.76%	3
2025 Q2	$8.62M	Buy	28,366 +407	+1%	+$114K	6.86%	3
2025 Q1	$7.68M	Buy	27,959 +979	+4%	+$284K	6.96%	3
2024 Q4	$7.82M	Sell	26,980 -887	-3%	-$259K	7.23%	3
2024 Q3	$7.89M	Buy	27,867 +284	+1%	+$77.5K	7.05%	3
2024 Q2	$7.38M	Sell	27,583 -498	-2%	-$129K	6.7%	3
2024 Q1	$7.3M	Buy	28,081 +91	+0.3%	+$22.5K	7.27%	3
2023 Q4	$6.64M	Buy	+27,990	New	+$6.19M	6.53%	4
2022 Q3	$5.09M	Buy	28,351 +6,385	+29%	+$1.27M	5.83%	4
2022 Q2	$4.14M	Buy	21,966 +1,763	+9%	+$362K	4.66%	6
2022 Q1	$4.6M	Buy	20,203 +1,961	+11%	+$441K	4.68%	6
2021 Q4	$4.41M	Buy	+18,242	New	+$4.31M	4.43%	6

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Life Planning Partners's VTI Position: Q2 2026 in Review

Life Planning Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.3% in Q2 2026, selling an estimated $197K and leaving 23,054 shares worth $8.53M. The position accounts for 6.34% of the portfolio, ranked #3.

Life Planning Partners first reported a position in VTI in Q4 2021 and has held it in 15 quarters since. The position peaked at $9.25M in Q3 2025. 2,343 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Life Planning Partners held 23,054 shares of Vanguard Morningstar Total Stock Market ETF worth $8.53M as of Q2 2026.
Life Planning Partners sold 551 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $197K.
Vanguard Morningstar Total Stock Market ETF made up 6.34% of Life Planning Partners's portfolio in Q2 2026, its #3 holding.
Life Planning Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $9.25M in Q3 2025.
2,343 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.