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Planning Directions’s Vanguard Total Stock Market ETF VTI Stock Holding History

Planning Directions’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
2025
Q2 		– Sell
-1,257
Closed -$346K – 119
2025
Q1 		$346K Buy
+1,257
New +$365K 0.15% 86
2020
Q2 		– Sell
-9,576
Closed -$1.23M – 101
2020
Q1 		$1.23M Buy
+9,576
New +$1.48M 1.73% 13

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Planning Directions's VTI Position: Q2 2025 in Review

Planning Directions sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 1,257 shares — an estimated $346K sold.

Planning Directions first reported a position in VTI in Q1 2020 and held it in 2 quarters. The position peaked at $1.23M in Q1 2020. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Planning Directions reported no remaining Vanguard Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Planning Directions sold 1,257 Vanguard Total Stock Market ETF shares in Q2 2025, an estimated $346K.
  • Planning Directions first reported a position in Vanguard Total Stock Market ETF in Q1 2020 and held it in 2 quarters.
  • Planning Directions's Vanguard Total Stock Market ETF position peaked at $1.23M in Q1 2020.
  • 3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.