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OLIO Financial Planning’s Vanguard Morningstar 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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

OLIO Financial Planning reduced its Vanguard Morningstar 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. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • OLIO Financial Planning held 112,899 shares of Vanguard Morningstar Total Stock Market ETF worth $41.8M as of Q2 2026.
  • OLIO Financial Planning sold 3,830 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.37M.
  • Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • OLIO Financial Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $54.8M in Q4 2023.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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