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

Sterling Financial 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	$324K	Buy	876 +4	+0.5%	+$1.43K	0.09%	95
2026 Q1	$280K	Buy	872 +11	+1%	+$3.69K	0.08%	98
2025 Q4	$289K	Buy	861 +1	+0.1%	+$333	0.09%	94
2025 Q3	$282K	Buy	860 +166	+24%	+$52.4K	0.09%	94
2025 Q2	$211K	Buy	+694	New	+$195K	0.07%	113
2021 Q4	–	Sell	-115	Closed	-$26K	–	393
2021 Q3	$26K	Sell	115 -13	-10%	-$2.96K	0.02%	244
2021 Q2	$29K	Hold	128	–	–	0.02%	227
2021 Q1	$26K	Buy	128 +13	+11%	+$2.63K	0.02%	210
2020 Q4	$22K	Buy	+115	New	+$21K	0.02%	214

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

Sterling Financial Planning's VTI Position: Q2 2026 in Review

Sterling Financial Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.46% in Q2 2026, buying an estimated $1.43K and bringing the position to 876 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #95.

Sterling Financial Planning first reported a position in VTI in Q4 2020 and has held it in 9 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sterling Financial Planning held 876 shares of Vanguard Morningstar Total Stock Market ETF worth $324K as of Q2 2026.
Sterling Financial Planning bought 4 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43K.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Sterling Financial Planning's portfolio in Q2 2026, its #95 holding.
Sterling Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 9 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.