Planned Solutions’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Planned Solutions’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	$407K	Hold	1,087	–	–	0.11%	88
2026 Q2	$402K	Buy	+1,087	New	+$389K	0.12%	89
2024 Q4	–	Sell	-76	Closed	-$21.5K	–	629
2024 Q3	$21.5K	Buy	+76	New	+$20.7K	0.01%	380
2024 Q1	–	Sell	-76	Closed	-$18K	–	544
2023 Q4	$18K	Buy	+76	New	+$16.8K	0.01%	376
2021 Q1	–	Sell	-134	Closed	-$26K	–	402
2020 Q4	$26K	Buy	134 +48	+56%	+$8.77K	0.02%	263
2020 Q3	$15K	Buy	+86	New	+$14.5K	0.01%	235

Other funds holding VTI

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 West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Planned Solutions's VTI Position: Q3 2026 in Review

Planned Solutions held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 1,087 shares worth $407K. The position accounts for 0.11% of the portfolio, ranked #88.

Planned Solutions first reported a position in VTI in Q3 2020 and has held it in 6 quarters since. 893 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Planned Solutions held 1,087 shares of Vanguard Morningstar Total Stock Market ETF worth $407K as of Q3 2026.
Planned Solutions left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of Planned Solutions's portfolio in Q3 2026, its #88 holding.
Planned Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 6 quarters since.
893 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.