PDS Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.9M | Buy |
34,991
+8,205
| +31% | +$2.93M | 0.75% | 30 |
|
|
2026
Q1 | $8.59M | Buy |
26,786
+618
| +2% | +$207K | 0.57% | 33 |
|
|
2025
Q4 | $8.77M | Buy |
26,168
+4,850
| +23% | +$1.61M | 0.59% | 34 |
|
|
2025
Q3 | $7M | Buy |
21,318
+47
| +0.2% | +$14.8K | 0.48% | 37 |
|
|
2025
Q2 | $6.46M | Buy |
21,271
+181
| +0.9% | +$50.9K | 0.48% | 37 |
|
|
2025
Q1 | $5.8M | Sell |
21,090
-46
| -0.2% | -$13.4K | 0.49% | 36 |
|
|
2024
Q4 | $6.13M | Buy |
21,136
+430
| +2% | +$125K | 0.54% | 34 |
|
|
2024
Q3 | $5.86M | Buy |
20,706
+930
| +5% | +$254K | 0.53% | 32 |
|
|
2024
Q2 | $5.29M | Sell |
19,776
-272
| -1% | -$70.4K | 0.53% | 33 |
|
|
2024
Q1 | $5.21M | Buy |
20,048
+114
| +0.6% | +$28.2K | 0.55% | 32 |
|
|
2023
Q4 | $4.73M | Sell |
19,934
-61
| -0.3% | -$13.5K | 0.54% | 34 |
|
|
2023
Q3 | $4.25M | Buy |
19,995
+2,557
| +15% | +$566K | 0.55% | 35 |
|
|
2023
Q2 | $3.84M | Sell |
17,438
-206
| -1% | -$43K | 0.49% | 35 |
|
|
2023
Q1 | $3.6M | Buy |
17,644
+417
| +2% | +$83.5K | 0.5% | 36 |
|
|
2022
Q4 | $3.29M | Sell |
17,227
-3,589
| -17% | -$692K | 0.53% | 36 |
|
|
2022
Q3 | $3.74M | Buy |
20,816
+982
| +5% | +$196K | 0.68% | 29 |
|
|
2022
Q2 | $3.74M | Sell |
19,834
-508
| -2% | -$104K | 0.68% | 31 |
|
|
2022
Q1 | $4.63M | Buy |
20,342
+3,114
| +18% | +$700K | 0.82% | 25 |
|
|
2021
Q4 | $4.16M | Sell |
17,228
-588
| -3% | -$139K | 0.8% | 26 |
|
|
2021
Q3 | $3.96M | Sell |
17,816
-1,143
| -6% | -$261K | 0.91% | 26 |
|
|
2021
Q2 | $4.22M | Sell |
18,959
-1,064
| -5% | -$231K | 1.03% | 24 |
|
|
2021
Q1 | $4.14M | Sell |
20,023
-1,214
| -6% | -$246K | 1.2% | 21 |
|
|
2020
Q4 | $4.13M | Buy |
21,237
+156
| +0.7% | +$28.5K | 1.42% | 17 |
|
|
2020
Q3 | $3.59M | Sell |
21,081
-120
| -0.6% | -$20.2K | 1.46% | 19 |
|
|
2020
Q2 | $3.32M | Sell |
21,201
-1,395
| -6% | -$206K | 1.5% | 19 |
|
|
2020
Q1 | $2.91M | Buy |
22,596
+4,269
| +23% | +$660K | 1.86% | 16 |
|
|
2019
Q4 | $3M | Buy |
18,327
+666
| +4% | +$104K | 1.89% | 17 |
|
|
2019
Q3 | $2.67M | Buy |
17,661
+545
| +3% | +$82.2K | 1.85% | 19 |
|
|
2019
Q2 | $2.57M | Buy |
17,116
+251
| +1% | +$37K | 1.91% | 17 |
|
|
2019
Q1 | $2.44M | Sell |
16,865
-2,341
| -12% | -$327K | 1.9% | 17 |
|
|
2018
Q4 | $2.45M | Buy |
19,206
+456
| +2% | +$63K | 2.11% | 15 |
|
|
2018
Q3 | $2.81M | Buy |
18,750
+550
| +3% | +$80.9K | 2.4% | 14 |
|
|
2018
Q2 | $2.56M | Buy |
18,200
+125
| +0.7% | +$17.4K | 2.52% | 12 |
|
|
2018
Q1 | $2.45M | Buy |
18,075
+862
| +5% | +$121K | 2.48% | 13 |
|
|
2017
Q4 | $2.36M | Buy |
+17,213
| New | +$2.3M | 2.39% | 13 |
|
Other funds holding VTI
RIM
WI
PDS Planning's VTI Position: Q2 2026 in Review
PDS Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 31% in Q2 2026, buying an estimated $2.93M and bringing the position to 34,991 shares worth $12.9M. The position accounts for 0.75% of the portfolio, ranked #30.
PDS Planning first reported a position in VTI in Q4 2017 and has held it in 35 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- PDS Planning held 34,991 shares of Vanguard Morningstar Total Stock Market ETF worth $12.9M as of Q2 2026.
- PDS Planning bought 8,205 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.93M.
- Vanguard Morningstar Total Stock Market ETF made up 0.75% of PDS Planning's portfolio in Q2 2026, its #30 holding.
- PDS Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
- 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.