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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
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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Planned Solutions's VTI Position: Q2 2026 in Review

Planned Solutions opened a new position in Vanguard Morningstar 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. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Planned Solutions held 1,087 shares of Vanguard Morningstar Total Stock Market ETF worth $402K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Planned Solutions position in Q2 2026.
  • Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q3 2020 and has held it in 5 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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