Plum Street 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
$2.85M Buy
7,714
+110
+1% +$39.3K 0.91% 27
2026
Q1
$2.44M Buy
7,604
+184
+2% +$61.7K 0.84% 28
2025
Q4
$2.49M Hold
7,420
0.89% 29
2025
Q3
$2.43M Sell
7,420
-167
-2% -$52.8K 0.94% 26
2025
Q2
$2.31M Hold
7,587
1.02% 25
2025
Q1
$2.09M Hold
7,587
1% 26
2024
Q4
$2.2M Sell
7,587
-1,359
-15% -$397K 1.09% 22
2024
Q3
$2.53M Hold
8,946
1.28% 19
2024
Q2
$2.39M Hold
8,946
1.4% 17
2024
Q1
$2.53M Buy
8,946
+3,921
+78% +$970K 1.28% 19
2023
Q4
$1.19M Buy
+5,025
New +$1.11M 0.79% 33

Other funds holding VTI

Plum Street Advisors's VTI Position: Q2 2026 in Review

Plum Street Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q2 2026, buying an estimated $39.3K and bringing the position to 7,714 shares worth $2.85M. The position accounts for 0.91% of the portfolio, ranked #27.

Plum Street Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Plum Street Advisors held 7,714 shares of Vanguard Morningstar Total Stock Market ETF worth $2.85M as of Q2 2026.
  • Plum Street Advisors bought 110 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $39.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.91% of Plum Street Advisors's portfolio in Q2 2026, its #27 holding.
  • Plum Street Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.