Summit Wealth & Retirement Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Summit Wealth & Retirement 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	$684K	Buy	1,848 +69	+4%	+$24.7K	0.14%	54
2026 Q1	$571K	Sell	1,779 -130	-7%	-$43.6K	0.14%	55
2025 Q4	$640K	Sell	1,909 -33	-2%	-$11K	0.15%	50
2025 Q3	$637K	Buy	1,942 +393	+25%	+$124K	0.16%	46
2025 Q2	$471K	Buy	+1,549	New	+$436K	0.13%	58
2023 Q1	–	Sell	-1,700	Closed	-$325K	–	114
2022 Q4	$325K	Buy	+1,700	New	+$328K	0.13%	78

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

Summit Wealth & Retirement Planning's VTI Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.9% in Q2 2026, buying an estimated $24.7K and bringing the position to 1,848 shares worth $684K. The position accounts for 0.14% of the portfolio, ranked #54.

Summit Wealth & Retirement Planning first reported a position in VTI in Q4 2022 and has held it in 6 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Summit Wealth & Retirement Planning held 1,848 shares of Vanguard Morningstar Total Stock Market ETF worth $684K as of Q2 2026.
Summit Wealth & Retirement Planning bought 69 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $24.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.14% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #54 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 6 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.