RWP
VTI icon

Ridgeline Wealth Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ridgeline Wealth 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
Q2 		$1.43M Hold
3,877
– – 0.91% 15
2026
Q1 		$1.24M Buy
3,877
+1
+0% +$336 0.91% 15
2025
Q4 		$1.3M Sell
3,876
-70
-2% -$23.3K 0.93% 15
2025
Q3 		$1.3M Buy
3,946
+1
+0% +$316 0.97% 14
2025
Q2 		$1.2M Buy
3,945
+41
+1% +$11.5K 0.99% 14
2025
Q1 		$1.07M Hold
3,904
– – 1.05% 13
2024
Q4 		$1.13M Buy
+3,904
New +$1.14M 1.08% 13

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ridgeline Wealth Planning's VTI Position: Q2 2026 in Review

Ridgeline Wealth Planning held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 3,877 shares worth $1.43M. The position accounts for 0.91% of the portfolio, ranked #15.

Ridgeline Wealth Planning first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Ridgeline Wealth Planning held 3,877 shares of Vanguard Morningstar Total Stock Market ETF worth $1.43M as of Q2 2026.
  • Ridgeline Wealth Planning left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.91% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #15 holding.
  • Ridgeline Wealth Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.