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Treasure Coast Financial Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Treasure Coast Financial 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 		$4.37M Hold
11,814
– – 2.13% 14
2026
Q1 		$3.79M Sell
11,814
-538
-4% -$181K 1.95% 14
2025
Q4 		$4.14M Buy
12,352
+47
+0.4% +$15.6K 2.2% 14
2025
Q3 		$4.04M Sell
12,305
-55
-0.4% -$17.4K 2.25% 13
2025
Q2 		$3.76M Sell
12,360
-974
-7% -$274K 2.19% 15
2025
Q1 		$3.66M Buy
13,334
+1,320
+11% +$383K 2.27% 15
2024
Q4 		$3.48M Sell
12,014
-9
-0.1% -$2.63K 2.29% 15
2024
Q3 		$3.4M Sell
12,023
-302
-2% -$82.4K 2.1% 15
2024
Q2 		$3.3M Sell
12,325
-39
-0.3% -$10.1K 2.17% 15
2024
Q1 		$3.21M Buy
12,364
+245
+2% +$60.6K 2.1% 16
2023
Q4 		$2.87M Sell
12,119
-190
-2% -$42K 2.01% 15
2023
Q3 		$2.61M Sell
12,309
-33
-0.3% -$7.3K 1.82% 15
2023
Q2 		$2.72M Sell
12,342
-86
-0.7% -$17.9K 1.84% 16
2023
Q1 		$2.54M Sell
12,428
-1,365
-10% -$273K 1.77% 16
2022
Q4 		$2.64M Sell
13,793
-639
-4% -$123K 1.97% 16
2022
Q3 		$2.59M Sell
14,432
-6,262
-30% -$1.25M 2.08% 15
2022
Q2 		$3.9M Sell
20,694
-141
-0.7% -$29K 3.02% 14
2022
Q1 		$4.74M Sell
20,835
-155
-0.7% -$34.9K 3.64% 11
2021
Q4 		$5.07M Buy
+20,990
New +$4.96M 3.92% 10

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Treasure Coast Financial Planning's VTI Position: Q2 2026 in Review

Treasure Coast Financial Planning held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 11,814 shares worth $4.37M. The position accounts for 2.13% of the portfolio, ranked #14.

Treasure Coast Financial Planning first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.07M in Q4 2021. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Treasure Coast Financial Planning held 11,814 shares of Vanguard Morningstar Total Stock Market ETF worth $4.37M as of Q2 2026.
  • Treasure Coast Financial Planning left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 2.13% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #14 holding.
  • Treasure Coast Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Treasure Coast Financial Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $5.07M in Q4 2021.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.