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

Total Wealth Planning & Management’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	$271K	Hold	732	–	–	0.18%	180
2026 Q1	$235K	Sell	732 -348	-32%	-$117K	0.17%	176
2025 Q4	$362K	Buy	+1,080	New	+$359K	0.27%	124
2025 Q2	$221K	Buy	+727	New	+$204K	0.18%	184
2025 Q1	–	Sell	-727	Closed	-$211K	–	230
2024 Q4	$211K	Buy	+727	New	+$212K	0.19%	173

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

Total Wealth Planning & Management's VTI Position: Q2 2026 in Review

Total Wealth Planning & Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 732 shares worth $271K. The position accounts for 0.18% of the portfolio, ranked #180.

Total Wealth Planning & Management first reported a position in VTI in Q4 2024 and has held it in 5 quarters since. The position peaked at $362K in Q4 2025. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Total Wealth Planning & Management held 732 shares of Vanguard Morningstar Total Stock Market ETF worth $271K as of Q2 2026.
Total Wealth Planning & Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.18% of Total Wealth Planning & Management's portfolio in Q2 2026, its #180 holding.
Total Wealth Planning & Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 5 quarters since.
Total Wealth Planning & Management's Vanguard Morningstar Total Stock Market ETF position peaked at $362K in Q4 2025.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.