SFPM
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Sensible Financial Planning & Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sensible Financial Planning & Management’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
2025
Q3 		$26.1M Buy
79,427
+13
+0% +$4.11K 4.73% 6
2025
Q2 		$24.1M Sell
79,414
-72
-0.1% -$20.3K 4.58% 6
2025
Q1 		$21.8M Buy
79,486
+3,798
+5% +$1.1M 4.36% 6
2024
Q4 		$21.9M Sell
75,688
-2,811
-4% -$820K 4.55% 5
2024
Q3 		$22.2M Buy
78,499
+1,335
+2% +$364K 4.39% 5
2024
Q2 		$20.6M Sell
77,164
-1,893
-2% -$490K 4.46% 5
2024
Q1 		$20.5M Buy
79,057
+216
+0.3% +$53.4K 4.54% 5
2023
Q4 		$18.7M Sell
78,841
-2,672
-3% -$591K 4.39% 5
2023
Q3 		$17.3M Buy
81,513
+1,736
+2% +$384K 4.35% 5
2023
Q2 		$17.6M Sell
79,777
-103
-0.1% -$21.5K 4.13% 5
2023
Q1 		$16.3M Sell
79,880
-21
-0% -$4.2K 3.85% 7
2022
Q4 		$15.3M Sell
79,901
-2,453
-3% -$473K 3.79% 7
2022
Q3 		$14.8M Buy
82,354
+7,496
+10% +$1.49M 3.8% 6
2022
Q2 		$14.1M Buy
74,858
+1,994
+3% +$410K 3.56% 6
2022
Q1 		$16.6M Sell
72,864
-187
-0.3% -$42.1K 4.43% 6
2021
Q4 		$17.6M Buy
73,051
+6,570
+10% +$1.55M 5.01% 4
2021
Q3 		$14.8M Buy
66,481
+2,380
+4% +$543K 4.81% 3
2021
Q2 		$14.3M Buy
64,101
+28
+0% +$6.08K 4.82% 3
2021
Q1 		$13.2M Sell
64,073
-731
-1% -$148K 4.86% 3
2020
Q4 		$12.6M Sell
64,804
-521
-0.8% -$95.2K 4.7% 3
2020
Q3 		$11.1M Sell
65,325
-1,118
-2% -$188K 4.55% 5
2020
Q2 		$10.4M Sell
66,443
-3,094
-4% -$456K 4.46% 6
2020
Q1 		$8.96M Sell
69,537
-629
-0.9% -$97.3K 4.27% 7
2019
Q4 		$11.5M Sell
70,166
-886
-1% -$139K 4.84% 6
2019
Q3 		$10.7M Buy
71,052
+918
+1% +$138K 4.63% 6
2019
Q2 		$10.5M Buy
70,134
+6,526
+10% +$961K 4.5% 6
2019
Q1 		$9.21M Sell
63,608
-1,386
-2% -$193K 4.16% 6
2018
Q4 		$8.29M Buy
64,994
+4,315
+7% +$596K 4.02% 6
2018
Q3 		$9.08M Sell
60,679
-3,467
-5% -$510K 4.21% 7
2018
Q2 		$9.01M Sell
64,146
-473
-0.7% -$66K 4.27% 6
2018
Q1 		$8.77M Buy
64,619
+4,616
+8% +$647K 4.18% 6
2017
Q4 		$8.23M Buy
60,003
+4,750
+9% +$636K 4.2% 6
2017
Q3 		$7.16M Buy
55,253
+4,806
+10% +$609K 3.94% 6
2017
Q2 		$6.28M Buy
50,447
+196
+0.4% +$24.2K 3.93% 6
2017
Q1 		$6.1M Sell
50,251
-1,470
-3% -$176K 3.92% 6
2016
Q4 		$5.96M Buy
51,721
+733
+1% +$82.5K 4.13% 6
2016
Q3 		$5.68M Sell
50,988
-5,836
-10% -$647K 3.9% 6
2016
Q2 		$6.09M Sell
56,824
-1,345
-2% -$143K 4.26% 6
2016
Q1 		$6.1M Sell
58,169
-1,753
-3% -$174K 4.45% 6
2015
Q4 		$6.25M Buy
59,922
+1,542
+3% +$162K 4.76% 6
2015
Q3 		$5.76M Sell
58,380
-4,055
-6% -$426K 4.52% 6
2015
Q2 		$6.68M Buy
62,435
+1,014
+2% +$111K 5.5% 5
2015
Q1 		$6.59M Buy
61,421
+12,202
+25% +$1.3M 5.98% 5
2014
Q4 		$5.22M Buy
+49,219
New +$5.09M 5.33% 5

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Sensible Financial Planning & Management's VTI Position: Q3 2025 in Review

Sensible Financial Planning & Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.02% in Q3 2025, buying an estimated $4.11K and bringing the position to 79,427 shares worth $26.1M. The position accounts for 4.73% of the portfolio, ranked #6.

Sensible Financial Planning & Management first reported a position in VTI in Q4 2014 and has held it in 44 quarters since. 3,247 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Sensible Financial Planning & Management held 79,427 shares of Vanguard Morningstar Total Stock Market ETF worth $26.1M as of Q3 2025.
  • Sensible Financial Planning & Management bought 13 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $4.11K.
  • Vanguard Morningstar Total Stock Market ETF made up 4.73% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #6 holding.
  • Sensible Financial Planning & Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 44 quarters since.
  • 3,247 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.