PGF
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Plan Group Financial’s Vanguard 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
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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Plan Group Financial's VTI Position: Q1 2026 in Review

Plan Group Financial increased its Vanguard Total Stock Market ETF (VTI) stake by 7.9% in Q1 2026, buying an estimated $612K and bringing the position to 24,942 shares worth $8M. The position accounts for 1.88% of the portfolio, ranked #12.

Plan Group Financial first reported a position in VTI in Q2 2022 and has held it in 13 quarters since. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Plan Group Financial held 24,942 shares of Vanguard Total Stock Market ETF worth $8M as of Q1 2026.
  • Plan Group Financial bought 1,825 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $612K.
  • Vanguard Total Stock Market ETF made up 1.88% of Plan Group Financial's portfolio in Q1 2026, its #12 holding.
  • Plan Group Financial first reported a position in Vanguard Total Stock Market ETF in Q2 2022 and has held it in 13 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.