Next Level Wealth Planning’s Vanguard Morningstar 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 Q2	$17.2M	Buy	46,534 +1,164	+3%	+$416K	7.58%	4
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 $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Next Level Wealth Planning's VTI Position: Q2 2026 in Review

Next Level Wealth Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, buying an estimated $416K and bringing the position to 46,534 shares worth $17.2M. The position accounts for 7.58% of the portfolio, ranked #4.

Next Level Wealth Planning first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,685 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Next Level Wealth Planning held 46,534 shares of Vanguard Morningstar Total Stock Market ETF worth $17.2M as of Q2 2026.
Next Level Wealth Planning bought 1,164 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $416K.
Vanguard Morningstar Total Stock Market ETF made up 7.58% of Next Level Wealth Planning's portfolio in Q2 2026, its #4 holding.
Next Level Wealth Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,685 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.