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Plan A Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Plan A Wealth’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
Q3 		$394K Hold
1,054
– – 0.14% 102
2026
Q2 		$390K Sell
1,054
-802
-43% -$287K 0.17% 101
2026
Q1 		$595K Sell
1,856
-28
-1% -$9.39K 0.29% 62
2025
Q4 		$632K Buy
1,884
+830
+79% +$276K 0.31% 51
2025
Q3 		$346K Sell
1,054
-1
-0.1% -$316 0.18% 104
2025
Q2 		$321K Hold
1,055
– – 0.18% 104
2025
Q1 		$290K Hold
1,055
– – 0.22% 73
2024
Q4 		$306K Buy
+1,055
New +$308K 0.28% 59

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Plan A Wealth's VTI Position: Q3 2026 in Review

Plan A Wealth held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 1,054 shares worth $394K. The position accounts for 0.14% of the portfolio, ranked #102.

Plan A Wealth first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. The position peaked at $632K in Q4 2025. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Plan A Wealth held 1,054 shares of Vanguard Morningstar Total Stock Market ETF worth $394K as of Q3 2026.
  • Plan A Wealth left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.14% of Plan A Wealth's portfolio in Q3 2026, its #102 holding.
  • Plan A Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $632K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.