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

Strategic Planning Inc’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
Q1 		$436K Buy
1,360
+4
+0.3% +$1.34K 0.22% 36
2025
Q4 		$455K Buy
+1,356
New +$451K 0.25% 36

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Planning Inc's VTI Position: Q1 2026 in Review

Strategic Planning Inc increased its Vanguard Total Stock Market ETF (VTI) stake by 0.29% in Q1 2026, buying an estimated $1.34K and bringing the position to 1,360 shares worth $436K. The position accounts for 0.22% of the portfolio, ranked #36.

Strategic Planning Inc first reported a position in VTI in Q4 2025 and has held it in 2 quarters since. The position peaked at $455K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Strategic Planning Inc held 1,360 shares of Vanguard Total Stock Market ETF worth $436K as of Q1 2026.
  • Strategic Planning Inc bought 4 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.34K.
  • Vanguard Total Stock Market ETF made up 0.22% of Strategic Planning Inc's portfolio in Q1 2026, its #36 holding.
  • Strategic Planning Inc first reported a position in Vanguard Total Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • Strategic Planning Inc's Vanguard Total Stock Market ETF position peaked at $455K in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.