PIFP
VTI icon

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

Partners in 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 		$13.2M Buy
35,649
+548
+2% +$196K 2% 14
2026
Q1 		$11.3M Sell
35,101
-434
-1% -$146K 1.87% 14
2025
Q4 		$11.9M Sell
35,535
-130
-0.4% -$43.2K 2.02% 13
2025
Q3 		$11.7M Sell
35,665
-504
-1% -$159K 2.02% 13
2025
Q2 		$11M Buy
36,169
+34
+0.1% +$9.56K 2.03% 14
2025
Q1 		$9.93M Buy
36,135
+158
+0.4% +$45.9K 2% 13
2024
Q4 		$10.4M Buy
35,977
+341
+1% +$99.5K 2.13% 13
2024
Q3 		$10.1M Buy
35,636
+2,682
+8% +$732K 2.04% 13
2024
Q2 		$8.82M Buy
32,954
+630
+2% +$163K 1.92% 13
2024
Q1 		$8.4M Sell
32,324
-950
-3% -$235K 1.87% 14
2023
Q4 		$7.89M Buy
33,274
+165
+0.5% +$36.5K 1.85% 15
2023
Q3 		$7.03M Sell
33,109
-604
-2% -$134K 1.81% 15
2023
Q2 		$7.43M Sell
33,713
-358
-1% -$74.7K 1.89% 15
2023
Q1 		$6.95M Sell
34,071
-305
-0.9% -$61.1K 1.83% 15
2022
Q4 		$6.55M Sell
34,376
-487
-1% -$93.9K 1.81% 15
2022
Q3 		$6.92M Buy
34,863
+16,872
+94% +$3.36M 1.98% 12
2022
Q2 		$3.68M Sell
17,991
-420
-2% -$86.3K 1.17% 13
2022
Q1 		$3.94M Sell
18,411
-345
-2% -$77.6K 1.24% 13
2021
Q4 		$4.18M Buy
18,756
+1,279
+7% +$302K 1.28% 13
2021
Q3 		$3.88M Buy
17,477
+133
+0.8% +$30.3K 1.21% 13
2021
Q2 		$3.86M Buy
+17,344
New +$3.76M 1.21% 13

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

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

Partners in Financial Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, buying an estimated $196K and bringing the position to 35,649 shares worth $13.2M. The position accounts for 2% of the portfolio, ranked #14.

Partners in Financial Planning first reported a position in VTI in Q2 2021 and has held it in 21 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Partners in Financial Planning held 35,649 shares of Vanguard Morningstar Total Stock Market ETF worth $13.2M as of Q2 2026.
  • Partners in Financial Planning bought 548 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $196K.
  • Vanguard Morningstar Total Stock Market ETF made up 2% of Partners in Financial Planning's portfolio in Q2 2026, its #14 holding.
  • Partners in Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.