Total Wealth Planning & Management’s Vanguard 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 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 $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Total Wealth Planning & Management's VTI Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 32% in Q1 2026, selling an estimated $117K and leaving 732 shares worth $235K. The position accounts for 0.17% of the portfolio, ranked #176.

Total Wealth Planning & Management first reported a position in VTI in Q4 2024 and has held it in 4 quarters since. The position peaked at $362K in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Total Wealth Planning & Management held 732 shares of Vanguard Total Stock Market ETF worth $235K as of Q1 2026.
Total Wealth Planning & Management sold 348 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $117K.
Vanguard Total Stock Market ETF made up 0.17% of Total Wealth Planning & Management's portfolio in Q1 2026, its #176 holding.
Total Wealth Planning & Management first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 4 quarters since.
Total Wealth Planning & Management's Vanguard Total Stock Market ETF position peaked at $362K in Q4 2025.
3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.