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OFC Financial Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

OFC 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
Q2 		$876K Buy
2,367
+53
+2% +$19K 0.78% 34
2026
Q1 		$742K Sell
2,314
-3
-0.1% -$1.01K 0.73% 35
2025
Q4 		$777K Buy
2,317
+212
+10% +$70.5K 0.74% 36
2025
Q3 		$691K Hold
2,105
– – 0.68% 37
2025
Q2 		$640K Hold
2,105
– – 0.68% 37
2025
Q1 		$579K Buy
2,105
+7
+0.3% +$2.03K 0.65% 35
2024
Q4 		$608K Buy
+2,098
New +$612K 0.64% 37

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 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

OFC Financial Planning's VTI Position: Q2 2026 in Review

OFC Financial Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.3% in Q2 2026, buying an estimated $19K and bringing the position to 2,367 shares worth $876K. The position accounts for 0.78% of the portfolio, ranked #34.

OFC Financial Planning first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 2,701 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • OFC Financial Planning held 2,367 shares of Vanguard Morningstar Total Stock Market ETF worth $876K as of Q2 2026.
  • OFC Financial Planning bought 53 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $19K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.78% of OFC Financial Planning's portfolio in Q2 2026, its #34 holding.
  • OFC Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,701 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.