Retirement Planning Group (Kansas)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Retirement Planning Group (Kansas)’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	$11.4M	Sell	30,693 -190	-0.6%	-$67.9K	0.29%	41
2026 Q1	$9.91M	Buy	30,883 +195	+0.6%	+$65.4K	0.31%	36
2025 Q4	$10.3M	Sell	30,688 -168	-0.5%	-$55.9K	0.34%	36
2025 Q3	$10.1M	Buy	30,856 +762	+3%	+$241K	0.35%	34
2025 Q2	$9.15M	Buy	30,094 +545	+2%	+$153K	0.39%	31
2025 Q1	$8.12M	Buy	29,549 +2,616	+10%	+$760K	0.38%	32
2024 Q4	$7.81M	Sell	26,933 -1,659	-6%	-$484K	0.39%	31
2024 Q3	$8.1M	Buy	28,592 +3,327	+13%	+$907K	0.44%	30
2024 Q2	$6.76M	Buy	25,265 +45	+0.2%	+$11.6K	0.43%	31
2024 Q1	$6.55M	Sell	25,220 -92	-0.4%	-$22.8K	0.5%	30
2023 Q4	$6M	Buy	25,312 +1,558	+7%	+$344K	0.54%	21
2023 Q3	$5.05M	Buy	23,754 +709	+3%	+$157K	0.54%	21
2023 Q2	$5.08M	Sell	23,045 -573	-2%	-$120K	0.51%	19
2023 Q1	$4.82M	Buy	23,618 +1,317	+6%	+$264K	0.51%	20
2022 Q4	$4.26M	Buy	22,301 +8,476	+61%	+$1.63M	0.49%	22
2022 Q3	$2.48M	Buy	13,825 +4,609	+50%	+$919K	0.31%	27
2022 Q2	$1.74M	Buy	9,216 +6,486	+238%	+$1.33M	0.21%	30
2022 Q1	$621K	Sell	2,730 -107	-4%	-$24.1K	0.07%	66
2021 Q4	$685K	Sell	2,837 -34	-1%	-$8.03K	0.07%	60
2021 Q3	$637K	Sell	2,871 -1,232	-30%	-$281K	0.07%	52
2021 Q2	$914K	Buy	4,103 +1,710	+71%	+$371K	0.1%	43
2021 Q1	$495K	Sell	2,393 -310	-11%	-$62.7K	0.07%	46
2020 Q4	$526K	Sell	2,703 -222	-8%	-$40.6K	0.08%	45
2020 Q3	$498K	Sell	2,925 -502	-15%	-$84.4K	0.08%	44
2020 Q2	$536K	Buy	+3,427	New	+$505K	0.1%	43
2019 Q3	–	Sell	-1,627	Closed	-$244K	–	71
2019 Q2	$244K	Sell	1,627 -250	-13%	-$36.8K	0.06%	61
2019 Q1	$272K	Sell	1,877 -20	-1%	-$2.79K	0.07%	57
2018 Q4	$242K	Sell	1,897 -1,180	-38%	-$163K	0.06%	63
2018 Q3	$460K	Sell	3,077 -88	-3%	-$13K	0.12%	33
2018 Q2	$444K	Sell	3,165 -16	-0.5%	-$2.23K	0.12%	34
2018 Q1	$432K	Buy	3,181 +270	+9%	+$37.9K	0.12%	32
2017 Q4	$400K	Sell	2,911 -198	-6%	-$26.5K	0.11%	36
2017 Q3	$403K	Sell	3,109 -94	-3%	-$11.9K	0.12%	33
2017 Q2	$399K	Sell	3,203 -935	-23%	-$115K	0.12%	33
2017 Q1	$502K	Sell	4,138 -15	-0.4%	-$1.8K	0.15%	33
2016 Q4	$479K	Hold	4,153	–	–	0.15%	33
2016 Q3	$462K	Sell	4,153 -588	-12%	-$65.2K	0.15%	33
2016 Q2	$508K	Sell	4,741 -89	-2%	-$9.43K	0.17%	36
2016 Q1	$506K	Sell	4,830 -258	-5%	-$25.6K	0.18%	36
2015 Q4	$531K	Hold	5,088	–	–	0.2%	37
2015 Q3	$502K	Buy	5,088 +209	+4%	+$21.9K	0.22%	36
2015 Q2	$522K	Sell	4,879 -213	-4%	-$23.2K	0.21%	40
2015 Q1	$546K	Sell	5,092 -649	-11%	-$69.3K	0.22%	41
2014 Q4	$609K	Sell	5,741 -1,061	-16%	-$110K	0.19%	43
2014 Q3	$689K	Sell	6,802 -9,462	-58%	-$967K	0.21%	39
2014 Q2	$1.66M	Buy	16,264 +64	+0.4%	+$6.31K	0.5%	32
2014 Q1	$1.58M	Buy	16,200 +173	+1%	+$16.6K	0.51%	33
2013 Q4	$1.54M	Sell	16,027 -125	-0.8%	-$11.5K	0.55%	31
2013 Q3	$1.42M	Sell	16,152 -1,790	-10%	-$156K	0.51%	35
2013 Q2	$1.48M	Buy	+17,942	New	+$1.49M	0.61%	34

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

Retirement Planning Group (Kansas)'s VTI Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.62% in Q2 2026, selling an estimated $67.9K and leaving 30,693 shares worth $11.4M. The position accounts for 0.29% of the portfolio, ranked #41.

Retirement Planning Group (Kansas) first reported a position in VTI in Q2 2013 and has held it in 50 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Retirement Planning Group (Kansas) held 30,693 shares of Vanguard Morningstar Total Stock Market ETF worth $11.4M as of Q2 2026.
Retirement Planning Group (Kansas) sold 190 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $67.9K.
Vanguard Morningstar Total Stock Market ETF made up 0.29% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #41 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 50 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.