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 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

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 Group Financial's VTI Position: Q2 2026 in Review

Plan Group Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q2 2026, buying an estimated $1.75M and bringing the position to 29,842 shares worth $11M. The position accounts for 2.27% of the portfolio, ranked #9.

Plan Group Financial first reported a position in VTI in Q2 2022 and has held it in 14 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Plan Group Financial held 29,842 shares of Vanguard Morningstar Total Stock Market ETF worth $11M as of Q2 2026.
Plan Group Financial bought 4,900 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.75M.
Vanguard Morningstar Total Stock Market ETF made up 2.27% of Plan Group Financial's portfolio in Q2 2026, its #9 holding.
Plan Group Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 14 quarters since.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.