Prism Planning Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Prism Planning Partners’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	$214K	Buy	+578	New	+$207K	0.23%	31

Other funds holding VTI

RIM

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

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

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

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

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

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

Prism Planning Partners's VTI Position: Q2 2026 in Review

Prism Planning Partners opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 578 shares worth $214K. The stake represents 0.23% of the portfolio and ranks #31 among its holdings.

3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Prism Planning Partners held 578 shares of Vanguard Morningstar Total Stock Market ETF worth $214K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Prism Planning Partners position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.23% of Prism Planning Partners's portfolio in Q2 2026, its #31 holding.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.