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Planning Center Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Planning Center Inc’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 		$711K Sell
1,922
-119
-6% -$42.5K 0.07% 41
2026
Q1 		$655K Buy
2,041
+64
+3% +$21.5K 0.07% 41
2025
Q4 		$663K Buy
1,977
+282
+17% +$93.8K 0.07% 41
2025
Q3 		$556K Sell
1,695
-123
-7% -$38.9K 0.06% 42
2025
Q2 		$552K Sell
1,818
-44
-2% -$12.4K 0.06% 41
2025
Q1 		$512K Buy
+1,862
New +$541K 0.06% 43
2023
Q3 		– Sell
-4,446
Closed -$979K – 71
2023
Q2 		$979K Buy
+4,446
New +$927K 0.25% 27

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Planning Center Inc's VTI Position: Q2 2026 in Review

Planning Center Inc reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.8% in Q2 2026, selling an estimated $42.5K and leaving 1,922 shares worth $711K. The position accounts for 0.07% of the portfolio, ranked #41.

Planning Center Inc first reported a position in VTI in Q2 2023 and has held it in 7 quarters since. The position peaked at $979K in Q2 2023. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Planning Center Inc held 1,922 shares of Vanguard Morningstar Total Stock Market ETF worth $711K as of Q2 2026.
  • Planning Center Inc sold 119 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $42.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Planning Center Inc's portfolio in Q2 2026, its #41 holding.
  • Planning Center Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 7 quarters since.
  • Planning Center Inc's Vanguard Morningstar Total Stock Market ETF position peaked at $979K in Q2 2023.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.