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Plotkin Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Plotkin Financial Advisors’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 		$22.8M Sell
61,708
-328
-0.5% -$117K 9.48% 1
2026
Q1 		$19.9M Buy
62,036
+1,281
+2% +$430K 10% 1
2025
Q4 		$20.4M Buy
60,755
+2,410
+4% +$802K 9.94% 1
2025
Q3 		$19.1M Buy
58,345
+1,428
+3% +$451K 9.47% 1
2025
Q2 		$17.3M Buy
56,917
+446
+0.8% +$125K 9.54% 1
2025
Q1 		$15.5M Buy
56,471
+3,006
+6% +$873K 9.54% 1
2024
Q4 		$15.5M Buy
53,465
+326
+0.6% +$95.1K 9.2% 1
2024
Q3 		$15M Buy
53,139
+3,954
+8% +$1.08M 9.01% 1
2024
Q2 		$13.2M Buy
49,185
+3,517
+8% +$910K 8.46% 1
2024
Q1 		$11.9M Buy
45,668
+31,182
+215% +$7.71M 7.87% 1
2023
Q4 		$3.44M Buy
14,486
+1,476
+11% +$326K 2.61% 13
2023
Q3 		$2.76M Sell
13,010
-91
-0.7% -$20.1K 2.43% 14
2023
Q2 		$2.89M Sell
13,101
-302
-2% -$63K 2.4% 15
2023
Q1 		$2.74M Sell
13,403
-878
-6% -$176K 2.55% 14
2022
Q4 		$2.73M Sell
14,281
-988
-6% -$190K 2.77% 12
2022
Q3 		$2.74M Buy
15,269
+286
+2% +$57K 2.77% 12
2022
Q2 		$2.83M Buy
14,983
+945
+7% +$194K 2.69% 14
2022
Q1 		$3.2M Buy
14,038
+1,579
+13% +$355K 2.23% 16
2021
Q4 		$3.01M Buy
12,459
+867
+7% +$205K 1.9% 18
2021
Q3 		$2.57M Buy
11,592
+752
+7% +$171K 1.53% 19
2021
Q2 		$2.42M Buy
10,840
+1,392
+15% +$302K 1.34% 23
2021
Q1 		$1.95M Buy
9,448
+150
+2% +$30.4K 1.19% 26
2020
Q4 		$1.81M Sell
9,298
-125
-1% -$22.8K 1.2% 24
2020
Q3 		$1.6M Sell
9,423
-1,676
-15% -$282K 1.77% 20
2020
Q2 		$1.74M Sell
11,099
-1,442
-11% -$213K 1.48% 17
2020
Q1 		$1.62M Sell
12,541
-20
-0.2% -$3.09K 1.96% 15
2019
Q4 		$2.06M Buy
+12,561
New +$1.97M 1.91% 17

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

Plotkin Financial Advisors's VTI Position: Q2 2026 in Review

Plotkin Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.53% in Q2 2026, selling an estimated $117K and leaving 61,708 shares worth $22.8M. The position accounts for 9.48% of the portfolio, ranked #1.

Plotkin Financial Advisors first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Plotkin Financial Advisors held 61,708 shares of Vanguard Morningstar Total Stock Market ETF worth $22.8M as of Q2 2026.
  • Plotkin Financial Advisors sold 328 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $117K.
  • Vanguard Morningstar Total Stock Market ETF made up 9.48% of Plotkin Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Plotkin Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.