VPP
ITOT icon

Vertex Planning Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Vertex Planning Partners’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,740
Closed -$982K – 158
2025
Q3 		$982K Sell
6,740
-34
-0.5% -$4.77K 0.19% 72
2025
Q2 		$915K Sell
6,774
-188
-3% -$23.5K 0.19% 70
2025
Q1 		$849K Sell
6,962
-229
-3% -$29.5K 0.19% 67
2024
Q4 		$925K Buy
7,191
+78
+1% +$10.1K 0.2% 67
2024
Q3 		$894K Sell
7,113
-1,039
-13% -$126K 0.21% 54
2024
Q2 		$968K Sell
8,152
-1,341
-14% -$154K 0.25% 49
2024
Q1 		$1.09M Sell
9,493
-142
-1% -$15.6K 0.3% 42
2023
Q4 		$1.01M Sell
9,635
-870
-8% -$85.3K 0.3% 42
2023
Q3 		$989K Sell
10,505
-430
-4% -$42.3K 0.34% 39
2023
Q2 		$1.07M Sell
10,935
-338
-3% -$31.2K 0.36% 41
2023
Q1 		$1.02M Buy
11,273
+192
+2% +$17K 0.38% 38
2022
Q4 		$940K Buy
+11,081
New +$946K 0.37% 35

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Vertex Planning Partners's ITOT Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2025, closing a stake of 6,740 shares — an estimated $982K sold.

Vertex Planning Partners first reported a position in ITOT in Q4 2022 and held it in 12 quarters. The position peaked at $1.09M in Q1 2024. 1,643 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • Vertex Planning Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 6,740 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $982K.
  • Vertex Planning Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's iShares Core S&P Total US Stock Market ETF position peaked at $1.09M in Q1 2024.
  • 1,643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.