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Retirement Planning Group (New York)’s Vanguard Total Stock Market ETF VTI Stock Holding History

Retirement Planning Group (New York)’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 		$310K Sell
966
-203
-17% -$68.1K 0.2% 69
2025
Q4 		$392K Buy
1,169
+14
+1% +$4.66K 0.27% 57
2025
Q3 		$380K Buy
+1,155
New +$365K 0.28% 57

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 (New York)'s VTI Position: Q1 2026 in Review

Retirement Planning Group (New York) reduced its Vanguard Total Stock Market ETF (VTI) stake by 17% in Q1 2026, selling an estimated $68.1K and leaving 966 shares worth $310K. The position accounts for 0.2% of the portfolio, ranked #69.

Retirement Planning Group (New York) first reported a position in VTI in Q3 2025 and has held it in 3 quarters since. The position peaked at $392K in Q4 2025. 3,555 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Retirement Planning Group (New York) held 966 shares of Vanguard Total Stock Market ETF worth $310K as of Q1 2026.
  • Retirement Planning Group (New York) sold 203 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $68.1K.
  • Vanguard Total Stock Market ETF made up 0.2% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #69 holding.
  • Retirement Planning Group (New York) first reported a position in Vanguard Total Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Retirement Planning Group (New York)'s Vanguard Total Stock Market ETF position peaked at $392K in Q4 2025.
  • 3,555 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.