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 Q3	$884K	Sell	2,363 -4	-0.2%	-$1.5K	0.76%	35
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

OFC Financial Planning's VTI Position: Q3 2026 in Review

OFC Financial Planning reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.17% in Q3 2026, selling an estimated $1.5K and leaving 2,363 shares worth $884K. The position accounts for 0.76% of the portfolio, ranked #35.

OFC Financial Planning first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

OFC Financial Planning held 2,363 shares of Vanguard Morningstar Total Stock Market ETF worth $884K as of Q3 2026.
OFC Financial Planning sold 4 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.76% of OFC Financial Planning's portfolio in Q3 2026, its #35 holding.
OFC Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.