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

Prosperity Planning’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 		$1.16M Sell
3,126
-89
-3% -$31.8K 0.27% 54
2026
Q1 		$1.03M Buy
3,215
+180
+6% +$60.4K 0.26% 53
2025
Q4 		$1.02M Sell
3,035
-10
-0.3% -$3.33K 0.27% 57
2025
Q3 		$999K Sell
3,045
-283
-9% -$89.4K 0.27% 57
2025
Q2 		$1.01M Sell
3,328
-229
-6% -$64.4K 0.29% 53
2025
Q1 		$978K Sell
3,557
-124
-3% -$36K 0.31% 52
2024
Q4 		$1.07M Sell
3,681
-111
-3% -$32.4K 0.34% 51
2024
Q3 		$1.07M Sell
3,792
-84
-2% -$22.9K 0.34% 51
2024
Q2 		$1.04M Buy
3,876
+66
+2% +$17.1K 0.35% 50
2024
Q1 		$990K Sell
3,810
-307
-7% -$76K 0.34% 50
2023
Q4 		$977K Sell
4,117
-71
-2% -$15.7K 0.37% 48
2023
Q3 		$890K Buy
4,188
+462
+12% +$102K 0.37% 50
2023
Q2 		$821K Sell
3,726
-574
-13% -$120K 0.34% 52
2023
Q1 		$878K Buy
4,300
+194
+5% +$38.8K 0.38% 50
2022
Q4 		$813K Hold
4,106
– – 0.4% 47
2022
Q3 		$737K Buy
4,106
+693
+20% +$138K 0.38% 48
2022
Q2 		$769K Hold
3,413
– – 0.39% 48
2022
Q1 		$913K Hold
3,413
– – 0.45% 41
2021
Q4 		$824K Buy
3,413
+1,820
+114% +$430K 0.42% 43
2021
Q3 		$354K Sell
1,593
-51
-3% -$11.6K 0.19% 59
2021
Q2 		$366K Buy
1,644
+68
+4% +$14.8K 0.23% 58
2021
Q1 		$326K Sell
1,576
-73
-4% -$14.8K 0.23% 57
2020
Q4 		$321K Buy
+1,649
New +$301K 0.27% 51

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

Prosperity Planning's VTI Position: Q2 2026 in Review

Prosperity Planning reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.8% in Q2 2026, selling an estimated $31.8K and leaving 3,126 shares worth $1.16M. The position accounts for 0.27% of the portfolio, ranked #54.

Prosperity Planning first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Prosperity Planning held 3,126 shares of Vanguard Morningstar Total Stock Market ETF worth $1.16M as of Q2 2026.
  • Prosperity Planning sold 89 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $31.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.27% of Prosperity Planning's portfolio in Q2 2026, its #54 holding.
  • Prosperity Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.