PP
VTI icon

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
Q3 		$1.05M Sell
2,797
-329
-11% -$123K 0.23% 58
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Prosperity Planning's VTI Position: Q3 2026 in Review

Prosperity Planning reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q3 2026, selling an estimated $123K and leaving 2,797 shares worth $1.05M. The position accounts for 0.23% of the portfolio, ranked #58.

Prosperity Planning first reported a position in VTI in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.16M in Q2 2026. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Prosperity Planning held 2,797 shares of Vanguard Morningstar Total Stock Market ETF worth $1.05M as of Q3 2026.
  • Prosperity Planning sold 329 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $123K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.23% of Prosperity Planning's portfolio in Q3 2026, its #58 holding.
  • Prosperity Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • Prosperity Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $1.16M in Q2 2026.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.