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 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

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

Plan A Wealth's VTI Position: Q2 2026 in Review

Plan A Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 43% in Q2 2026, selling an estimated $287K and leaving 1,054 shares worth $390K. The position accounts for 0.17% of the portfolio, ranked #101.

Plan A Wealth first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $632K in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Plan A Wealth held 1,054 shares of Vanguard Morningstar Total Stock Market ETF worth $390K as of Q2 2026.
Plan A Wealth sold 802 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $287K.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of Plan A Wealth's portfolio in Q2 2026, its #101 holding.
Plan A Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Plan A Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $632K in Q4 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.