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

Strategic 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 		$5.89M Buy
+15,925
New +$5.69M 3.08% 10
2026
Q1 		– Sell
-16,166
Closed -$5.42M – 65
2025
Q4 		$5.42M Sell
16,166
-70
-0.4% -$23.3K 3.08% 10
2025
Q3 		$5.33M Sell
16,236
-81
-0.5% -$25.6K 3.09% 11
2025
Q2 		$4.96M Sell
16,317
-17
-0.1% -$4.78K 3.09% 11
2025
Q1 		$4.49M Sell
16,334
-65
-0.4% -$18.9K 3.1% 10
2024
Q4 		$4.75M Sell
16,399
-111
-0.7% -$32.4K 3.24% 9
2024
Q3 		$4.67M Buy
16,510
+3,079
+23% +$840K 3.09% 10
2024
Q2 		$3.59M Sell
13,431
-149
-1% -$38.6K 2.59% 12
2024
Q1 		$3.53M Sell
13,580
-68
-0.5% -$16.8K 2.64% 13
2023
Q4 		$3.24M Sell
13,648
-55
-0.4% -$12.2K 2.53% 14
2023
Q3 		$2.91M Sell
13,703
-191
-1% -$42.3K 2.68% 14
2023
Q2 		$3.06M Sell
13,894
-39
-0.3% -$8.13K 2.71% 14
2023
Q1 		$2.84M Sell
13,933
-131
-0.9% -$26.2K 2.6% 14
2022
Q4 		$2.69M Sell
14,064
-3,576
-20% -$689K 2.6% 14
2022
Q3 		$3.17M Sell
17,640
-407
-2% -$81.1K 3.3% 12
2022
Q2 		$3.4M Buy
18,047
+3,547
+24% +$729K 3.28% 13
2022
Q1 		$3.3M Sell
14,500
-194
-1% -$43.6K 2.74% 14
2021
Q4 		$3.55M Sell
14,694
-17
-0.1% -$4.01K 2.55% 14
2021
Q3 		$3.27M Buy
14,711
+167
+1% +$38.1K 2.39% 15
2021
Q2 		$3.24M Sell
14,544
-212
-1% -$46K 2.34% 15
2021
Q1 		$3.02M Buy
14,756
+348
+2% +$70.4K 2.25% 15
2020
Q4 		$2.8M Sell
14,408
-182
-1% -$33.3K 2.46% 15
2020
Q3 		$2.48M Sell
14,590
-207
-1% -$34.8K 2.58% 15
2020
Q2 		$2.32M Sell
14,797
-1,052
-7% -$155K 2.58% 15
2020
Q1 		$2.04M Buy
15,849
+980
+7% +$152K 2.71% 12
2019
Q4 		$2.43M Buy
+14,869
New +$2.33M 2.37% 13

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Strategic Financial Planning opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 15,925 shares worth $5.89M. The stake represents 3.08% of the portfolio and ranks #10 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in VTI as recently as Q4 2025.

Strategic Financial Planning first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Strategic Financial Planning held 15,925 shares of Vanguard Morningstar Total Stock Market ETF worth $5.89M as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Strategic Financial Planning position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 3.08% of Strategic Financial Planning's portfolio in Q2 2026, its #10 holding.
  • Strategic Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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