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Reality Financial Planning Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Reality Financial Planning Services’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 		$20.4M Sell
55,140
-14,425
-21% -$5.16M 19.69% 1
2026
Q1 		$22.3M Sell
69,565
-1,114
-2% -$374K 21.54% 1
2025
Q4 		$23.7M Buy
+70,679
New +$23.5M 22.69% 1

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

Reality Financial Planning Services's VTI Position: Q2 2026 in Review

Reality Financial Planning Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 21% in Q2 2026, selling an estimated $5.16M and leaving 55,140 shares worth $20.4M. The position accounts for 19.69% of the portfolio, ranked #1.

Reality Financial Planning Services first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.7M in Q4 2025. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Reality Financial Planning Services held 55,140 shares of Vanguard Morningstar Total Stock Market ETF worth $20.4M as of Q2 2026.
  • Reality Financial Planning Services sold 14,425 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.16M.
  • Vanguard Morningstar Total Stock Market ETF made up 19.69% of Reality Financial Planning Services's portfolio in Q2 2026, its #1 holding.
  • Reality Financial Planning Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Reality Financial Planning Services's Vanguard Morningstar Total Stock Market ETF position peaked at $23.7M in Q4 2025.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Reality Financial Planning Services's 13F filing for Q2 2026, filed 17 Aug 2026.