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Meredith Wealth Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Meredith 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 		$3.15M Sell
8,503
-1,194
-12% -$427K 0.74% 20
2026
Q1 		$3.11M Buy
9,697
+1
+0% +$336 0.84% 19
2025
Q4 		$3.25M Sell
9,696
-28
-0.3% -$9.31K 0.97% 19
2025
Q3 		$3.19M Sell
9,724
-187
-2% -$59.1K 1.01% 16
2025
Q2 		$3.01M Buy
9,911
+830
+9% +$233K 1.09% 14
2025
Q1 		$2.5M Sell
9,081
-282
-3% -$81.9K 1.1% 14
2024
Q4 		$2.71M Buy
9,363
+5,440
+139% +$1.59M 1.21% 13
2024
Q3 		$1.11M Buy
3,923
+7
+0.2% +$1.91K 0.53% 23
2024
Q2 		$1.05M Sell
3,916
-74
-2% -$19.2K 0.55% 23
2024
Q1 		$1.04M Buy
3,990
+851
+27% +$211K 0.58% 23
2023
Q4 		$745K Sell
3,139
-3
-0.1% -$663 0.46% 25
2023
Q3 		$667K Sell
3,142
-59
-2% -$13.1K 0.5% 23
2023
Q2 		$705K Buy
3,201
+10
+0.3% +$2.09K 0.57% 19
2023
Q1 		$651K Sell
3,191
-463
-13% -$92.7K 0.52% 21
2022
Q4 		$699K Buy
+3,654
New +$704K 0.6% 19

Other funds holding VTI

WI
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
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Meredith Wealth Planning reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, selling an estimated $427K and leaving 8,503 shares worth $3.15M. The position accounts for 0.74% of the portfolio, ranked #20.

Meredith Wealth Planning first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.25M in Q4 2025. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Meredith Wealth Planning held 8,503 shares of Vanguard Morningstar Total Stock Market ETF worth $3.15M as of Q2 2026.
  • Meredith Wealth Planning sold 1,194 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $427K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.74% of Meredith Wealth Planning's portfolio in Q2 2026, its #20 holding.
  • Meredith Wealth Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Meredith Wealth Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $3.25M in Q4 2025.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.