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

Vertex Planning Partners’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
-1,789
Closed -$587K – 202
2025
Q3 		$587K Sell
1,789
-6
-0.3% -$1.9K 0.11% 102
2025
Q2 		$546K Sell
1,795
-293
-14% -$82.4K 0.11% 98
2025
Q1 		$574K Buy
2,088
+516
+33% +$150K 0.13% 93
2024
Q4 		$455K Sell
1,572
-17
-1% -$4.96K 0.1% 115
2024
Q3 		$450K Buy
1,589
+12
+0.8% +$3.27K 0.11% 97
2024
Q2 		$422K Sell
1,577
-97
-6% -$25.1K 0.11% 97
2024
Q1 		$435K Sell
1,674
-18
-1% -$4.45K 0.12% 97
2023
Q4 		$401K Buy
1,692
+46
+3% +$10.2K 0.12% 100
2023
Q3 		$350K Sell
1,646
-84
-5% -$18.6K 0.12% 91
2023
Q2 		$381K Sell
1,730
-99
-5% -$20.6K 0.13% 81
2023
Q1 		$373K Buy
1,829
+97
+6% +$19.4K 0.14% 77
2022
Q4 		$331K Buy
+1,732
New +$334K 0.13% 96

Other funds holding VTI

Vanguard Group
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
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Vertex Planning Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 1,789 shares — an estimated $587K sold.

Vertex Planning Partners first reported a position in VTI in Q4 2022 and held it in 12 quarters. The position peaked at $587K in Q3 2025. 3,587 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • Vertex Planning Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 1,789 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $587K.
  • Vertex Planning Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $587K in Q3 2025.
  • 3,587 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

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