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Tempus Wealth Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Tempus Wealth 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 		$3.28M Sell
8,853
-14
-0.2% -$5.01K 0.64% 34
2026
Q1 		$2.84M Sell
8,867
-1
-0% -$336 0.65% 34
2025
Q4 		$2.97M Sell
8,868
-58
-0.6% -$19.3K 0.68% 33
2025
Q3 		$2.93M Buy
8,926
+124
+1% +$39.2K 0.67% 31
2025
Q2 		$2.68M Hold
8,802
– – 0.67% 36
2025
Q1 		$2.42M Buy
8,802
+266
+3% +$77.3K 0.72% 33
2024
Q4 		$2.47M Sell
8,536
-62
-0.7% -$18.1K 0.76% 36
2024
Q3 		$2.43M Sell
8,598
-66
-0.8% -$18K 0.89% 27
2024
Q2 		$2.32M Sell
8,664
-257
-3% -$66.5K 0.97% 23
2024
Q1 		$2.32M Sell
8,921
-470
-5% -$116K 1.02% 22
2023
Q4 		$2.23M Buy
9,391
+1,319
+16% +$292K 0.98% 26
2023
Q3 		$1.71M Hold
8,072
– – 0.86% 24
2023
Q2 		$1.78M Hold
8,072
– – 0.8% 35
2023
Q1 		$1.65M Sell
8,072
-65
-0.8% -$13K 0.81% 27
2022
Q4 		$1.56M Sell
8,137
-1,503
-16% -$290K 0.95% 25
2022
Q3 		$1.73M Buy
9,640
+1,447
+18% +$288K 1.15% 18
2022
Q2 		$1.54M Sell
8,193
-95
-1% -$19.5K 1.27% 18
2022
Q1 		$1.89M Sell
8,288
-2,857
-26% -$642K 1.34% 16
2021
Q4 		$2.69M Buy
11,145
+189
+2% +$44.6K 1.45% 14
2021
Q3 		$2.43M Buy
10,956
+975
+10% +$222K 1.38% 15
2021
Q2 		$2.22M Buy
+9,981
New +$2.17M 1.48% 13
2020
Q1 		– Sell
-1,344
Closed -$220K – 76
2019
Q4 		$220K Buy
+1,344
New +$211K 0.19% 73

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

Tempus Wealth Planning's VTI Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.16% in Q2 2026, selling an estimated $5.01K and leaving 8,853 shares worth $3.28M. The position accounts for 0.64% of the portfolio, ranked #34.

Tempus Wealth Planning first reported a position in VTI in Q4 2019 and has held it in 22 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Tempus Wealth Planning held 8,853 shares of Vanguard Morningstar Total Stock Market ETF worth $3.28M as of Q2 2026.
  • Tempus Wealth Planning sold 14 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.01K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.64% of Tempus Wealth Planning's portfolio in Q2 2026, its #34 holding.
  • Tempus Wealth Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 22 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.