RFP
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RCS Financial Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History

RCS Financial 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
Q1 		$949K Sell
2,959
-25
-0.8% -$8.39K 0.49% 35
2025
Q4 		$1M Sell
2,984
-232
-7% -$77.2K 0.43% 42
2025
Q3 		$1.06M Buy
3,216
+38
+1% +$12K 0.47% 40
2025
Q2 		$969K Sell
3,178
-1,137
-26% -$320K 0.48% 37
2025
Q1 		$1.19M Sell
4,315
-1,402
-25% -$407K 0.63% 32
2024
Q4 		$1.66M Buy
5,717
+3,427
+150% +$1,000K 0.88% 27
2024
Q3 		$650K Sell
2,290
-51
-2% -$13.9K 0.36% 41
2024
Q2 		$629K Sell
2,341
-130
-5% -$33.6K 0.37% 41
2024
Q1 		$642K Sell
2,471
-4
-0.2% -$990 0.4% 44
2023
Q4 		$587K Sell
2,475
-57
-2% -$12.6K 0.38% 42
2023
Q3 		$538K Buy
2,532
+1,050
+71% +$232K 0.41% 41
2023
Q2 		$326K Buy
1,482
+41
+3% +$8.55K 0.27% 45
2023
Q1 		$294K Sell
1,441
-286
-17% -$57.3K 0.26% 45
2022
Q4 		$330K Buy
+1,727
New +$333K 0.32% 44

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RCS Financial Planning's VTI Position: Q1 2026 in Review

RCS Financial Planning reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.84% in Q1 2026, selling an estimated $8.39K and leaving 2,959 shares worth $949K. The position accounts for 0.49% of the portfolio, ranked #35.

RCS Financial Planning first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.66M in Q4 2024. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • RCS Financial Planning held 2,959 shares of Vanguard Total Stock Market ETF worth $949K as of Q1 2026.
  • RCS Financial Planning sold 25 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $8.39K.
  • Vanguard Total Stock Market ETF made up 0.49% of RCS Financial Planning's portfolio in Q1 2026, its #35 holding.
  • RCS Financial Planning first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • RCS Financial Planning's Vanguard Total Stock Market ETF position peaked at $1.66M in Q4 2024.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.