S.E.E.D. Planning Group’s Vanguard 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 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 $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

S.E.E.D. Planning Group's VTI Position: Q1 2026 in Review

S.E.E.D. Planning Group increased its Vanguard Total Stock Market ETF (VTI) stake by 4.3% in Q1 2026, buying an estimated $100K and bringing the position to 7,275 shares worth $2.33M. The position accounts for 0.68% of the portfolio, ranked #37.

S.E.E.D. Planning Group first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.56M in Q3 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

S.E.E.D. Planning Group held 7,275 shares of Vanguard Total Stock Market ETF worth $2.33M as of Q1 2026.
S.E.E.D. Planning Group bought 298 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $100K.
Vanguard Total Stock Market ETF made up 0.68% of S.E.E.D. Planning Group's portfolio in Q1 2026, its #37 holding.
S.E.E.D. Planning Group first reported a position in Vanguard Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
S.E.E.D. Planning Group's Vanguard Total Stock Market ETF position peaked at $2.56M in Q3 2025.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2026, filed 23 Apr 2026.