S.E.E.D. Planning Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

S.E.E.D. Planning Group’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 Q3	$2.68M	Buy	7,170 +2	+0%	+$750	0.66%	40
2026 Q2	$2.65M	Sell	7,168 -107	-1%	-$38.3K	0.7%	40
2026 Q1	$2.33M	Buy	7,275 +298	+4%	+$100K	0.68%	37
2025 Q4	$2.34M	Sell	6,977 -811	-10%	-$270K	0.67%	37
2025 Q3	$2.56M	Hold	7,788	–	–	0.74%	34
2025 Q2	$2.37M	Hold	7,788	–	–	0.74%	36
2025 Q1	$2.14M	Hold	7,788	–	–	0.72%	39
2024 Q4	$2.26M	Hold	7,788	–	–	0.75%	40
2024 Q3	$2.21M	Hold	7,788	–	–	0.73%	41
2024 Q2	$2.08M	Hold	7,788	–	–	0.76%	36
2024 Q1	$2.02M	Buy	+7,788	New	+$1.93M	0.74%	40

Other funds holding VTI

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

S.E.E.D. Planning Group's VTI Position: Q3 2026 in Review

S.E.E.D. Planning Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.03% in Q3 2026, buying an estimated $750 and bringing the position to 7,170 shares worth $2.68M. The position accounts for 0.66% of the portfolio, ranked #40.

S.E.E.D. Planning Group first reported a position in VTI in Q1 2024 and has held it in 11 quarters since. 868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

S.E.E.D. Planning Group held 7,170 shares of Vanguard Morningstar Total Stock Market ETF worth $2.68M as of Q3 2026.
S.E.E.D. Planning Group bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $750.
Vanguard Morningstar Total Stock Market ETF made up 0.66% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #40 holding.
S.E.E.D. Planning Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 11 quarters since.
868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.