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Next Level Wealth Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History

Next Level 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
Q1 		$14.6M Sell
45,370
-914
-2% -$307K 7.48% 4
2025
Q4 		$15.5M Buy
46,284
+3
+0% +$998 8.26% 4
2025
Q3 		$15.2M Buy
46,281
+657
+1% +$208K 8.58% 4
2025
Q2 		$13.9M Buy
45,624
+2,340
+5% +$658K 8.88% 4
2025
Q1 		$11.9M Buy
43,284
+1,862
+4% +$541K 9.01% 4
2024
Q4 		$12M Buy
+41,422
New +$12.1M 9.44% 3

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 $12.8B AUM 19.73% 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

Next Level Wealth Planning's VTI Position: Q1 2026 in Review

Next Level Wealth Planning reduced its Vanguard Total Stock Market ETF (VTI) stake by 2% in Q1 2026, selling an estimated $307K and leaving 45,370 shares worth $14.6M. The position accounts for 7.48% of the portfolio, ranked #4.

Next Level Wealth Planning first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.5M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Next Level Wealth Planning held 45,370 shares of Vanguard Total Stock Market ETF worth $14.6M as of Q1 2026.
  • Next Level Wealth Planning sold 914 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $307K.
  • Vanguard Total Stock Market ETF made up 7.48% of Next Level Wealth Planning's portfolio in Q1 2026, its #4 holding.
  • Next Level Wealth Planning first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Next Level Wealth Planning's Vanguard Total Stock Market ETF position peaked at $15.5M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.