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Retirement Planning Group (Kansas)’s Vanguard 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
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 $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 $12.8B AUM 19.73% 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

Retirement Planning Group (Kansas)'s VTI Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Total Stock Market ETF (VTI) stake by 0.64% in Q1 2026, buying an estimated $65.4K and bringing the position to 30,883 shares worth $9.91M. The position accounts for 0.31% of the portfolio, ranked #36.

Retirement Planning Group (Kansas) first reported a position in VTI in Q2 2013 and has held it in 49 quarters since. The position peaked at $10.3M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Retirement Planning Group (Kansas) held 30,883 shares of Vanguard Total Stock Market ETF worth $9.91M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 195 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $65.4K.
  • Vanguard Total Stock Market ETF made up 0.31% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #36 holding.
  • Retirement Planning Group (Kansas) first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 49 quarters since.
  • Retirement Planning Group (Kansas)'s Vanguard Total Stock Market ETF position peaked at $10.3M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.