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

Sequent 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	$4.58M	Buy	12,371 +301	+2%	+$108K	0.98%	24
2026 Q1	$3.87M	Sell	12,070 -568	-4%	-$191K	0.94%	24
2025 Q4	$4.24M	Buy	12,638 +275	+2%	+$91.5K	1.08%	23
2025 Q3	$4.06M	Sell	12,363 -24,929	-67%	-$7.87M	1.15%	22
2025 Q2	$11.3M	Buy	37,292 +1,753	+5%	+$493K	3.59%	5
2025 Q1	$9.77M	Buy	35,539 +2,677	+8%	+$778K	3.52%	5
2024 Q4	$9.52M	Sell	32,862 -1,814	-5%	-$529K	3.5%	5
2024 Q3	$9.82M	Sell	34,676 -1,850	-5%	-$505K	3.38%	4
2024 Q2	$9.79M	Buy	36,526 +1,500	+4%	+$388K	3.35%	4
2024 Q1	$9.1M	Buy	+35,026	New	+$8.67M	3.29%	5

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

Sequent Planning's VTI Position: Q2 2026 in Review

Sequent Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, buying an estimated $108K and bringing the position to 12,371 shares worth $4.58M. The position accounts for 0.98% of the portfolio, ranked #24.

Sequent Planning first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.3M in Q2 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sequent Planning held 12,371 shares of Vanguard Morningstar Total Stock Market ETF worth $4.58M as of Q2 2026.
Sequent Planning bought 301 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $108K.
Vanguard Morningstar Total Stock Market ETF made up 0.98% of Sequent Planning's portfolio in Q2 2026, its #24 holding.
Sequent Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $11.3M in Q2 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.