Plante Moran Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.92M | Buy |
24,094
+3,139
| +15% | +$1.12M | 0.41% | 14 |
|
|
2026
Q1 | $6.72M | Buy |
20,955
+1,356
| +7% | +$455K | 0.43% | 12 |
|
|
2025
Q4 | $6.57M | Buy |
19,599
+247
| +1% | +$82.2K | 0.42% | 13 |
|
|
2025
Q3 | $6.35M | Sell |
19,352
-129
| -0.7% | -$40.7K | 0.4% | 13 |
|
|
2025
Q2 | $5.92M | Buy |
19,481
+603
| +3% | +$170K | 0.42% | 13 |
|
|
2025
Q1 | $5.19M | Buy |
18,878
+1,735
| +10% | +$504K | 0.45% | 13 |
|
|
2024
Q4 | $4.97M | Buy |
17,143
+2,097
| +14% | +$612K | 0.41% | 14 |
|
|
2024
Q3 | $4.26M | Sell |
15,046
-840
| -5% | -$229K | 0.36% | 16 |
|
|
2024
Q2 | $4.25M | Buy |
15,886
+270
| +2% | +$69.9K | 0.42% | 16 |
|
|
2024
Q1 | $4.06M | Sell |
15,616
-826
| -5% | -$204K | 0.44% | 14 |
|
|
2023
Q4 | $3.9M | Buy |
16,442
+1,528
| +10% | +$338K | 0.41% | 17 |
|
|
2023
Q3 | $3.17M | Sell |
14,914
-50
| -0.3% | -$11.1K | 0.38% | 18 |
|
|
2023
Q2 | $3.3M | Buy |
14,964
+1,155
| +8% | +$241K | 0.39% | 18 |
|
|
2023
Q1 | $2.82M | Sell |
13,809
-955
| -6% | -$191K | 0.39% | 20 |
|
|
2022
Q4 | $2.82M | Buy |
14,764
+4,886
| +49% | +$942K | 0.41% | 20 |
|
|
2022
Q3 | $1.77M | Buy |
9,878
+41
| +0.4% | +$8.17K | 0.3% | 26 |
|
|
2022
Q2 | $1.85M | Sell |
9,837
-564
| -5% | -$116K | 0.31% | 29 |
|
|
2022
Q1 | $2.37M | Buy |
10,401
+4,552
| +78% | +$1.02M | 0.44% | 25 |
|
|
2021
Q4 | $1.41M | Sell |
5,849
-777
| -12% | -$183K | 0.23% | 39 |
|
|
2021
Q3 | $1.47M | Buy |
6,626
+1,012
| +18% | +$231K | 0.33% | 32 |
|
|
2021
Q2 | $1.25M | Buy |
5,614
+360
| +7% | +$78.1K | 0.3% | 37 |
|
|
2021
Q1 | $1.09M | Buy |
5,254
+963
| +22% | +$195K | 0.3% | 43 |
|
|
2020
Q4 | $835K | Sell |
4,291
-106
| -2% | -$19.4K | 0.26% | 51 |
|
|
2020
Q3 | $749K | Buy |
4,397
+1,222
| +38% | +$206K | 0.26% | 50 |
|
|
2020
Q2 | $497K | Sell |
3,175
-1,700
| -35% | -$251K | 0.2% | 71 |
|
|
2020
Q1 | $628K | Sell |
4,875
-2,082
| -30% | -$322K | 0.29% | 51 |
|
|
2019
Q4 | $1.14M | Sell |
6,957
-6,403
| -48% | -$1M | 0.4% | 39 |
|
|
2019
Q3 | $2.02M | Buy |
13,360
+2,118
| +19% | +$319K | 0.59% | 24 |
|
|
2019
Q2 | $1.69M | Sell |
11,242
-70,008
| -86% | -$10.3M | 0.52% | 26 |
|
|
2019
Q1 | $11.8M | Sell |
81,250
-863
| -1% | -$120K | 3.64% | 7 |
|
|
2018
Q4 | $10.5M | Buy |
82,113
+629
| +0.8% | +$86.8K | 3.64% | 7 |
|
|
2018
Q3 | $12.2M | Buy |
81,484
+69,942
| +606% | +$10.3M | 3.97% | 6 |
|
|
2018
Q2 | $1.62M | Sell |
11,542
-285
| -2% | -$39.8K | 0.82% | 20 |
|
|
2018
Q1 | $1.6M | Buy |
11,827
+285
| +2% | +$40K | 0.87% | 20 |
|
|
2017
Q4 | $1.58M | Hold |
11,542
| – | – | 0.88% | 20 |
|
|
2017
Q3 | $1.5M | Buy |
11,542
+194
| +2% | +$24.6K | 0.89% | 21 |
|
|
2017
Q2 | $1.41M | Sell |
11,348
-150
| -1% | -$18.5K | 0.88% | 22 |
|
|
2017
Q1 | $1.4M | Sell |
11,498
-14
| -0.1% | -$1.68K | 0.84% | 23 |
|
|
2016
Q4 | $1.33M | Hold |
11,512
| – | – | 0.83% | 23 |
|
|
2016
Q3 | $1.28M | Sell |
11,512
-154
| -1% | -$17.1K | 0.86% | 22 |
|
|
2016
Q2 | $1.25M | Buy |
11,666
+402
| +4% | +$42.6K | 0.91% | 23 |
|
|
2016
Q1 | $1.18M | Buy |
11,264
+754
| +7% | +$74.8K | 0.91% | 23 |
|
|
2015
Q4 | $1.1M | Buy |
10,510
+1,164
| +12% | +$123K | 0.82% | 26 |
|
|
2015
Q3 | $923K | Buy |
9,346
+559
| +6% | +$58.7K | 0.73% | 31 |
|
|
2015
Q2 | $940K | Buy |
8,787
+91
| +1% | +$9.93K | 0.67% | 36 |
|
|
2015
Q1 | $933K | Buy |
8,696
+6,150
| +242% | +$657K | 0.65% | 37 |
|
|
2014
Q4 | $270K | Buy |
2,546
+626
| +33% | +$64.8K | 0.2% | 86 |
|
|
2014
Q3 | $194K | Buy |
1,920
+30
| +2% | +$3.07K | 0.17% | 99 |
|
|
2014
Q2 | $192K | Buy |
1,890
+754
| +66% | +$74.3K | 0.17% | 90 |
|
|
2014
Q1 | $111K | Sell |
1,136
-1,100
| -49% | -$105K | 0.12% | 109 |
|
|
2013
Q4 | $214K | Buy |
2,236
+116
| +5% | +$10.7K | 0.12% | 85 |
|
|
2013
Q3 | $186K | Buy |
2,120
+1,100
| +108% | +$95.6K | 0.11% | 76 |
|
|
2013
Q2 | $84K | Buy |
+1,020
| New | +$84.6K | 0.06% | 118 |
|
Other funds holding VTI
RIM
WI
Plante Moran Financial Advisors's VTI Position: Q2 2026 in Review
Plante Moran Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q2 2026, buying an estimated $1.12M and bringing the position to 24,094 shares worth $8.92M. The position accounts for 0.41% of the portfolio, ranked #14.
Plante Moran Financial Advisors first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.2M in Q3 2018. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Plante Moran Financial Advisors held 24,094 shares of Vanguard Morningstar Total Stock Market ETF worth $8.92M as of Q2 2026.
- Plante Moran Financial Advisors bought 3,139 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.12M.
- Vanguard Morningstar Total Stock Market ETF made up 0.41% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #14 holding.
- Plante Moran Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
- Plante Moran Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $12.2M in Q3 2018.
- 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.