PS
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Planned Solutions’s Vanguard 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
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

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Planned Solutions's VTI Position: Q2 2026 in Review

Planned Solutions opened a new position in Vanguard Total Stock Market ETF (VTI) in Q2 2026: 1,087 shares worth $402K. The stake represents 0.12% of the portfolio and ranks #89 among its holdings. This is a return to the name: Planned Solutions previously reported a position in VTI as recently as Q3 2024.

Planned Solutions first reported a position in VTI in Q3 2020 and has held it in 5 quarters since. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Planned Solutions held 1,087 shares of Vanguard Total Stock Market ETF worth $402K as of Q2 2026.
  • Vanguard Total Stock Market ETF was a new Planned Solutions position in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.12% of Planned Solutions's portfolio in Q2 2026, its #89 holding.
  • Planned Solutions first reported a position in Vanguard Total Stock Market ETF in Q3 2020 and has held it in 5 quarters since.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.