Peak Retirement Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Peak Retirement 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	$4.27M	Sell	11,526 -935	-8%	-$334K	0.68%	40
2026 Q1	$4M	Sell	12,461 -4,620	-27%	-$1.55M	0.8%	27
2025 Q4	$5.73M	Sell	17,081 -399	-2%	-$133K	1.34%	16
2025 Q3	$5.74M	Buy	17,480 +3,856	+28%	+$1.22M	1.62%	14
2025 Q2	$4.14M	Buy	13,624 +4,893	+56%	+$1.38M	1.67%	14
2025 Q1	$2.4M	Buy	8,731 +2,076	+31%	+$603K	1.33%	18
2024 Q4	$1.93M	Buy	+6,655	New	+$1.94M	1.3%	18

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Peak Retirement Planning's VTI Position: Q2 2026 in Review

Peak Retirement Planning reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.5% in Q2 2026, selling an estimated $334K and leaving 11,526 shares worth $4.27M. The position accounts for 0.68% of the portfolio, ranked #40.

Peak Retirement Planning first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.74M in Q3 2025. 3,661 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Peak Retirement Planning held 11,526 shares of Vanguard Morningstar Total Stock Market ETF worth $4.27M as of Q2 2026.
Peak Retirement Planning sold 935 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $334K.
Vanguard Morningstar Total Stock Market ETF made up 0.68% of Peak Retirement Planning's portfolio in Q2 2026, its #40 holding.
Peak Retirement Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Peak Retirement Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $5.74M in Q3 2025.
3,661 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.