Spartan Planning & Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Spartan Planning & Wealth 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 Q4	–	Sell	-958	Closed	-$314K	–	94
2025 Q3	$314K	Sell	958 -51	-5%	-$16.1K	0.25%	61
2025 Q2	$307K	Buy	1,009 +229	+29%	+$64.4K	0.26%	63
2025 Q1	$214K	Sell	780 -932	-54%	-$271K	0.21%	65
2024 Q4	$496K	Buy	+1,712	New	+$500K	0.45%	41
2023 Q4	$965K	Buy	4,067 +1,578	+63%	+$349K	1.03%	20
2023 Q3	$529K	Buy	+2,489	New	+$551K	0.62%	26
2022 Q4	$269K	Buy	1,405 +428	+44%	+$82.5K	0.33%	49
2022 Q3	$175K	Buy	977 +41	+4%	+$8.17K	0.23%	28
2022 Q2	$177K	Sell	936 -32,003	-97%	-$6.58M	0.24%	35
2022 Q1	$7.5M	Buy	+32,939	New	+$7.41M	9.38%	3

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Align Financial Hermantown, Minnesota $176M AUM

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

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Spartan Planning & Wealth Management's VTI Position: Q4 2025 in Review

Spartan Planning & Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 958 shares — an estimated $314K sold.

Spartan Planning & Wealth Management first reported a position in VTI in Q1 2022 and held it in 10 quarters. The position peaked at $7.5M in Q1 2022. 3,567 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Spartan Planning & Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Spartan Planning & Wealth Management sold 958 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $314K.
Spartan Planning & Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and held it in 10 quarters.
Spartan Planning & Wealth Management's Vanguard Total Stock Market ETF position peaked at $7.5M in Q1 2022.
3,567 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.