Plan Group Financial
VTI icon

Plan Group Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Plan Group Financial’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 		$10.7M Sell
28,397
-1,445
-5% -$542K 2.1% 10
2026
Q2 		$11M Buy
29,842
+4,900
+20% +$1.75M 2.27% 9
2026
Q1 		$8M Buy
24,942
+1,825
+8% +$612K 1.88% 12
2025
Q4 		$7.75M Buy
23,117
+1,451
+7% +$483K 2.01% 8
2025
Q3 		$7.11M Buy
21,666
+1,050
+5% +$332K 1.91% 7
2025
Q2 		$6.27M Buy
20,616
+377
+2% +$106K 2.06% 9
2025
Q1 		$5.56M Buy
20,239
+1,075
+6% +$312K 1.99% 16
2024
Q4 		$5.55M Buy
19,164
+188
+1% +$54.9K 2.93% 9
2024
Q3 		$5.37M Sell
18,976
-598
-3% -$163K 2.84% 9
2024
Q2 		$5.24M Sell
19,574
-1,531
-7% -$396K 3.2% 9
2024
Q1 		$5.49M Buy
21,105
+2,646
+14% +$655K 3.6% 9
2023
Q4 		$4.38M Buy
18,459
+9,145
+98% +$2.02M 3.84% 8
2023
Q3 		$1.98M Buy
9,314
+8,035
+628% +$1.78M 1.42% 17
2023
Q2 		$282K Buy
+1,279
New +$267K 0.24% 53
2022
Q2 		$3.3M Buy
+17,500
New +$3.6M 5.68% 4

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Plan Group Financial's VTI Position: Q3 2026 in Review

Plan Group Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.8% in Q3 2026, selling an estimated $542K and leaving 28,397 shares worth $10.7M. The position accounts for 2.1% of the portfolio, ranked #10.

Plan Group Financial first reported a position in VTI in Q2 2022 and has held it in 15 quarters since. The position peaked at $11M in Q2 2026. 1,385 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Plan Group Financial held 28,397 shares of Vanguard Morningstar Total Stock Market ETF worth $10.7M as of Q3 2026.
  • Plan Group Financial sold 1,445 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $542K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.1% of Plan Group Financial's portfolio in Q3 2026, its #10 holding.
  • Plan Group Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 15 quarters since.
  • Plan Group Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $11M in Q2 2026.
  • 1,385 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.