Planning Project LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Planning Project LLC’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 Q4	$1.91M	Buy	+5,709	New	+$1.9M	0.48%	11

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Planning Project LLC's VTI Position: Q4 2025 in Review

Planning Project LLC opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025: 5,709 shares worth $1.91M. The stake represents 0.48% of the portfolio and ranks #11 among its holdings.

3,578 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Planning Project LLC held 5,709 shares of Vanguard Morningstar Total Stock Market ETF worth $1.91M as of Q4 2025.
Vanguard Morningstar Total Stock Market ETF was a new Planning Project LLC position in Q4 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.48% of Planning Project LLC's portfolio in Q4 2025, its #11 holding.
3,578 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.