Mark Sheptoff Financial Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mark Sheptoff 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	$401K	Buy	1,123 +1	+0.1%	+$336	0.21%	65
2025 Q4	$376K	Hold	1,122	–	–	0.18%	70
2025 Q3	$368K	Buy	1,122 +1	+0.1%	+$316	0.18%	70
2025 Q2	$341K	Buy	1,121 +50	+5%	+$14.1K	0.18%	69
2025 Q1	$294K	Hold	1,071	–	–	0.16%	75
2024 Q4	$310K	Buy	1,071 +17	+2%	+$4.96K	0.17%	72
2024 Q3	$298K	Hold	1,054	–	–	0.16%	75
2024 Q2	$282K	Buy	1,054 +10	+1%	+$2.59K	0.16%	76
2024 Q1	$271K	Hold	1,044	–	–	0.15%	78
2023 Q4	$248K	Hold	1,044	–	–	0.15%	77
2023 Q3	$222K	Hold	1,044	–	–	0.14%	77
2023 Q2	$230K	Buy	1,044 +29	+3%	+$6.05K	0.13%	88
2023 Q1	$207K	Hold	1,015	–	–	0.12%	93
2022 Q4	$194K	Hold	1,015	–	–	0.11%	93
2022 Q3	$182K	Hold	1,015	–	–	0.11%	89
2022 Q2	$191K	Hold	1,015	–	–	0.11%	93
2022 Q1	$231K	Hold	1,015	–	–	0.12%	98
2021 Q4	$245K	Hold	1,015	–	–	0.12%	98
2021 Q3	$225K	Hold	1,015	–	–	0.12%	101
2021 Q2	$226K	Hold	1,015	–	–	0.12%	96
2021 Q1	$210K	Hold	1,015	–	–	0.12%	92
2020 Q4	$198K	Hold	1,015	–	–	0.11%	96
2020 Q3	$173K	Sell	1,015 -250	-20%	-$42K	0.11%	98
2020 Q2	$198K	Hold	1,265	–	–	0.13%	87
2020 Q1	$163K	Hold	1,265	–	–	0.12%	85
2019 Q4	$207K	Hold	1,265	–	–	0.13%	90
2019 Q3	$191K	Hold	1,265	–	–	0.13%	93
2019 Q2	$190K	Hold	1,265	–	–	0.13%	99
2019 Q1	$183K	Hold	1,265	–	–	0.13%	100
2018 Q4	$161K	Hold	1,265	–	–	0.13%	90
2018 Q3	$189K	Hold	1,265	–	–	0.13%	104
2018 Q2	$178K	Hold	1,265	–	–	0.13%	101
2018 Q1	$172K	Hold	1,265	–	–	0.12%	108
2017 Q4	$174K	Hold	1,265	–	–	0.11%	113
2017 Q3	$164K	Hold	1,265	–	–	0.11%	120
2017 Q2	$157K	Sell	1,265 -1	-0.1%	-$123	0.11%	118
2017 Q1	$153K	Buy	1,266 +1	+0.1%	+$120	0.11%	119
2016 Q4	$146K	Buy	1,265 +25	+2%	+$2.81K	0.11%	120
2016 Q3	$138K	Hold	1,240	–	–	0.1%	114
2016 Q2	$133K	Hold	1,240	–	–	0.1%	110
2016 Q1	$130K	Hold	1,240	–	–	0.11%	110
2015 Q4	$129K	Buy	+1,240	New	+$131K	0.1%	119

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's VTI Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Vanguard Total Stock Market ETF (VTI) stake by 0.09% in Q1 2026, buying an estimated $336 and bringing the position to 1,123 shares worth $401K. The position accounts for 0.21% of the portfolio, ranked #65.

Mark Sheptoff Financial Planning first reported a position in VTI in Q4 2015 and has held it in 42 quarters since. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Mark Sheptoff Financial Planning held 1,123 shares of Vanguard Total Stock Market ETF worth $401K as of Q1 2026.
Mark Sheptoff Financial Planning bought 1 Vanguard Total Stock Market ETF share in Q1 2026, an estimated $336.
Vanguard Total Stock Market ETF made up 0.21% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #65 holding.
Mark Sheptoff Financial Planning first reported a position in Vanguard Total Stock Market ETF in Q4 2015 and has held it in 42 quarters since.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.