VBFP
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Valtinson Bruner Financial Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Valtinson Bruner 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 		$2.94M Buy
7,957
+126
+2% +$45.1K 0.74% 26
2026
Q1 		$2.51M Buy
7,831
+468
+6% +$157K 0.69% 26
2025
Q4 		$2.47M Buy
7,363
+19
+0.3% +$6.32K 0.71% 27
2025
Q3 		$2.41M Buy
7,344
+130
+2% +$41.1K 0.71% 30
2025
Q2 		$2.19M Buy
7,214
+1,293
+22% +$364K 0.69% 29
2025
Q1 		$1.63M Buy
5,921
+620
+12% +$180K 0.55% 37
2024
Q4 		$1.54M Buy
5,301
+51
+1% +$14.9K 0.54% 47
2024
Q3 		$1.49M Buy
5,250
+10
+0.2% +$2.73K 0.52% 44
2024
Q2 		$1.4M Buy
5,240
+45
+0.9% +$11.6K 0.56% 46
2024
Q1 		$1.35M Sell
5,195
-15
-0.3% -$3.71K 0.58% 47
2023
Q4 		$1.24M Sell
5,210
-133
-2% -$29.4K 0.64% 47
2023
Q3 		$1.13M Buy
5,343
+11
+0.2% +$2.44K 0.62% 49
2023
Q2 		$1.17M Buy
5,332
+25
+0.5% +$5.21K 0.63% 48
2023
Q1 		$1.08M Sell
5,307
-54
-1% -$10.8K 0.62% 48
2022
Q4 		$1.05M Buy
5,361
+14
+0.3% +$2.7K 0.61% 47
2022
Q3 		$960K Buy
5,347
+12
+0.2% +$2.39K 0.59% 50
2022
Q2 		$1.01M Buy
5,335
+9
+0.2% +$1.85K 0.61% 47
2022
Q1 		$1.18M Buy
5,326
+1,278
+32% +$287K 0.67% 47
2021
Q4 		$977K Buy
4,048
+726
+22% +$171K 0.54% 50
2021
Q3 		$778K Buy
3,322
+138
+4% +$31.5K 0.43% 53
2021
Q2 		$722K Buy
3,184
+8
+0.3% +$1.74K 0.41% 52
2021
Q1 		$688K Buy
3,176
+11
+0.3% +$2.23K 0.41% 46
2020
Q4 		$628K Sell
3,165
-66
-2% -$12.1K 0.39% 47
2020
Q3 		$545K Sell
3,231
-13,824
-81% -$2.33M 0.38% 47
2020
Q2 		$2.9M Buy
17,055
+13,918
+444% +$2.05M 2.06% 13
2020
Q1 		$447K Buy
+3,137
New +$485K 0.36% 44

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

Valtinson Bruner Financial Planning's VTI Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, buying an estimated $45.1K and bringing the position to 7,957 shares worth $2.94M. The position accounts for 0.74% of the portfolio, ranked #26.

Valtinson Bruner Financial Planning first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Valtinson Bruner Financial Planning held 7,957 shares of Vanguard Morningstar Total Stock Market ETF worth $2.94M as of Q2 2026.
  • Valtinson Bruner Financial Planning bought 126 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $45.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.74% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #26 holding.
  • Valtinson Bruner Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.