Spectrum Planning & Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Spectrum Planning & Advisory Services’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	$323K	Sell	874 -158	-15%	-$56.5K	0.14%	84
2026 Q1	$331K	Buy	1,032 +3	+0.3%	+$1.01K	0.16%	81
2025 Q4	$345K	Sell	1,029 -44	-4%	-$14.6K	0.18%	84
2025 Q3	$352K	Buy	1,073 +3	+0.3%	+$948	0.2%	79
2025 Q2	$325K	Hold	1,070	–	–	0.21%	77
2025 Q1	$294K	Hold	1,070	–	–	0.24%	53
2024 Q4	$310K	Hold	1,070	–	–	0.27%	48
2024 Q3	$303K	Hold	1,070	–	–	0.29%	41
2024 Q2	$288K	Buy	+1,070	New	+$277K	0.28%	43
2023 Q4	$700K	Buy	2,951 +490	+20%	+$108K	0.99%	22
2023 Q3	$523K	Buy	2,461 +11	+0.4%	+$2.44K	0.82%	25
2023 Q2	$541K	Sell	2,450 -632	-21%	-$132K	0.81%	22
2023 Q1	$629K	Sell	3,082 -49,117	-94%	-$9.83M	1.02%	20
2022 Q4	$9.98M	Buy	+52,199	New	+$10.1M	13.62%	2

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

Spectrum Planning & Advisory Services's VTI Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q2 2026, selling an estimated $56.5K and leaving 874 shares worth $323K. The position accounts for 0.14% of the portfolio, ranked #84.

Spectrum Planning & Advisory Services first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.98M in Q4 2022. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Spectrum Planning & Advisory Services held 874 shares of Vanguard Morningstar Total Stock Market ETF worth $323K as of Q2 2026.
Spectrum Planning & Advisory Services sold 158 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $56.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.14% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #84 holding.
Spectrum Planning & Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Spectrum Planning & Advisory Services's Vanguard Morningstar Total Stock Market ETF position peaked at $9.98M in Q4 2022.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.