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 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

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

S.E.E.D. Planning Group's VTI Position: Q2 2026 in Review

S.E.E.D. Planning Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, selling an estimated $38.3K and leaving 7,168 shares worth $2.65M. The position accounts for 0.7% 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 10 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

S.E.E.D. Planning Group held 7,168 shares of Vanguard Morningstar Total Stock Market ETF worth $2.65M as of Q2 2026.
S.E.E.D. Planning Group sold 107 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $38.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.7% of S.E.E.D. Planning Group's portfolio in Q2 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 10 quarters since.
3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.