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

OLIO 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 		$41.8M Sell
112,899
-3,830
-3% -$1.37M 10.36% 5
2026
Q1 		$37.4M Sell
116,729
-2,001
-2% -$671K 10.37% 5
2025
Q4 		$39.8M Sell
118,730
-5,570
-4% -$1.85M 11.17% 5
2025
Q3 		$40.8M Sell
124,300
-5,612
-4% -$1.77M 11.97% 5
2025
Q2 		$39.5M Sell
129,912
-5,034
-4% -$1.42M 12.45% 5
2025
Q1 		$37.1M Sell
134,946
-9,333
-6% -$2.71M 12.82% 5
2024
Q4 		$41.8M Sell
144,279
-85,468
-37% -$24.9M 14.69% 3
2024
Q3 		$54.7M Buy
229,747
+748
+0.3% +$204K 23.02% 1
2024
Q2 		$54.5M Sell
228,999
-748
-0.3% -$194K 23% 1
2024
Q1 		$54.7M Sell
229,747
-350
-0.2% -$86.6K 23.02% 1
2023
Q4 		$54.8M Sell
230,097
-4,305
-2% -$952K 22.95% 1
2023
Q3 		$49.8M Sell
234,402
-550
-0.2% -$122K 23.38% 1
2023
Q2 		$51.8M Sell
234,952
-656
-0.3% -$137K 24.53% 1
2023
Q1 		$48.1M Sell
235,608
-3,915
-2% -$784K 24.87% 1
2022
Q4 		$45.8M Buy
239,523
+21,886
+10% +$4.22M 24.88% 1
2022
Q3 		$39.1M Sell
217,637
-3,378
-2% -$673K 23.19% 1
2022
Q2 		$41.7M Buy
221,015
+38,696
+21% +$7.95M 23.4% 1
2022
Q1 		$41.5M Buy
182,319
+4,110
+2% +$924K 23.73% 1
2021
Q4 		$43M Buy
+178,209
New +$42.1M 25.56% 1

Other funds holding VTI

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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

OLIO Financial Planning reduced its Vanguard Total Stock Market ETF (VTI) stake by 3.3% in Q2 2026, selling an estimated $1.37M and leaving 112,899 shares worth $41.8M. The position accounts for 10.36% of the portfolio, ranked #5.

OLIO Financial Planning first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $54.8M in Q4 2023. 998 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • OLIO Financial Planning held 112,899 shares of Vanguard Total Stock Market ETF worth $41.8M as of Q2 2026.
  • OLIO Financial Planning sold 3,830 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.37M.
  • Vanguard Total Stock Market ETF made up 10.36% of OLIO Financial Planning's portfolio in Q2 2026, its #5 holding.
  • OLIO Financial Planning first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • OLIO Financial Planning's Vanguard Total Stock Market ETF position peaked at $54.8M in Q4 2023.
  • 998 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.