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

Total 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
2025 Q4	–	Sell	-5,038	Closed	-$1.65M	–	106
2025 Q3	$1.65M	Buy	5,038 +755	+18%	+$238K	0.19%	53
2025 Q2	$1.3M	Buy	+4,283	New	+$1.2M	0.16%	55
2025 Q1	–	Sell	-713	Closed	-$207K	–	94
2024 Q4	$207K	Hold	713	–	–	0.03%	92
2024 Q3	$202K	Buy	+713	New	+$194K	0.03%	89
2022 Q3	–	Sell	-1,105	Closed	-$209K	–	89
2022 Q2	$209K	Sell	1,105 -367	-25%	-$75.4K	0.06%	79
2022 Q1	$335K	Buy	+1,472	New	+$331K	0.09%	65
2021 Q4	–	Sell	-1,295	Closed	-$288K	–	47
2021 Q3	$288K	Sell	1,295 -944	-42%	-$215K	0.1%	40
2021 Q2	$499K	Buy	+2,239	New	+$486K	0.2%	33

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Total Wealth Planning's VTI Position: Q4 2025 in Review

Total Wealth Planning sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 5,038 shares — an estimated $1.65M sold.

Total Wealth Planning first reported a position in VTI in Q2 2021 and held it in 8 quarters. The position peaked at $1.65M in Q3 2025. 3,583 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Total Wealth Planning reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Total Wealth Planning sold 5,038 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $1.65M.
Total Wealth Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and held it in 8 quarters.
Total Wealth Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $1.65M in Q3 2025.
3,583 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.